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Transform Wealth’s O'Reilly Automotive ORLY Stock Holding History

Transform Wealth’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$496K Sell
5,190
-975
-16% -$84.8K 0.03% 176
2024
Q4 		$487K Sell
6,165
-1,680
-21% -$135K 0.03% 188
2024
Q3 		$602K Sell
7,845
-86,115
-92% -$6.33M 0.04% 137
2024
Q2 		$6.61M Sell
93,960
-33,240
-26% -$2.3M 0.5% 53
2024
Q1 		$9.57M Buy
127,200
+2,025
+2% +$142K 0.91% 36
2023
Q4 		$7.93M Buy
125,175
+2,445
+2% +$155K 0.77% 40
2023
Q3 		$7.44M Buy
122,730
+570
+0.5% +$35.8K 0.78% 38
2023
Q2 		$7.78M Sell
122,160
-4,560
-4% -$278K 0.7% 47
2023
Q1 		$7.17M Sell
126,720
-870
-0.7% -$47.7K 0.68% 52
2022
Q4 		$7.18M Sell
127,590
-28,005
-18% -$1.51M 0.8% 42
2022
Q3 		$7.3M Sell
155,595
-330
-0.2% -$15.4K 0.95% 34
2022
Q2 		$6.57M Sell
155,925
-6,480
-4% -$279K 0.98% 38
2022
Q1 		$7.42M Buy
162,405
+142,170
+703% +$6.35M 0.83% 40
2021
Q4 		$953K Buy
20,235
+60
+0.3% +$2.6K 0.1% 115
2021
Q3 		$822K Sell
20,175
-510
-2% -$20.4K 0.09% 123
2021
Q2 		$781K Sell
20,685
-3,885
-16% -$139K 0.1% 141
2021
Q1 		$831K Sell
24,570
-2,760
-10% -$85.5K 0.17% 110
2020
Q4 		$825K Sell
27,330
-1,500
-5% -$45.3K 0.17% 109
2020
Q3 		$886K Sell
28,830
-540
-2% -$16.4K 0.14% 107
2020
Q2 		$826K Sell
29,370
-1,905
-6% -$49.8K 0.14% 104
2020
Q1 		$628K Buy
31,275
+6,540
+26% +$167K 0.13% 126
2019
Q4 		$723K Buy
+24,735
New +$708K 0.11% 133
2018
Q1 		– Sell
-25,725
Closed -$413K – 251
2017
Q4 		$413K Sell
25,725
-3,375
-12% -$50.2K 0.08% 195
2017
Q3 		$418K Buy
+29,100
New +$384K 0.15% 162
2017
Q2 		– Sell
-37,575
Closed -$676K – 129
2017
Q1 		$676K Buy
37,575
+1,500
+4% +$27.1K 0.25% 138
2016
Q4 		$670K Buy
36,075
+15,075
+72% +$275K 0.27% 127
2016
Q3 		$392K Buy
21,000
+5,250
+33% +$98.4K 0.17% 158
2016
Q2 		$285K Buy
+15,750
New +$278K 0.12% 175

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Transform Wealth's ORLY Position: Q1 2025 in Review

Transform Wealth reduced its O'Reilly Automotive (ORLY) stake by 16% in Q1 2025, selling an estimated $84.8K and leaving 5,190 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #176.

Transform Wealth first reported a position in ORLY in Q2 2016 and has held it in 28 quarters since. The position peaked at $9.57M in Q1 2024. 1,550 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

  • Transform Wealth held 5,190 shares of O'Reilly Automotive worth $496K as of Q1 2025.
  • Transform Wealth sold 975 O'Reilly Automotive shares in Q1 2025, an estimated $84.8K.
  • O'Reilly Automotive made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #176 holding.
  • Transform Wealth first reported a position in O'Reilly Automotive in Q2 2016 and has held it in 28 quarters since.
  • Transform Wealth's O'Reilly Automotive position peaked at $9.57M in Q1 2024.
  • 1,550 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.