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Trivant Custom Portfolio Group’s O'Reilly Automotive ORLY Stock Holding History

Trivant Custom Portfolio Group’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
Q2 		– Sell
-15
Closed -$1.43K – 173
2025
Q1 		$1.43K Hold
15
– – ﹤0.01% 183
2024
Q4 		$1.19K Hold
15
– – ﹤0.01% 183
2024
Q3 		$1.15K Hold
15
– – ﹤0.01% 163
2024
Q2 		$1.06K Buy
+15
New +$1.04K ﹤0.01% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Trivant Custom Portfolio Group's ORLY Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of O'Reilly Automotive (ORLY) in Q2 2025, closing a stake of 15 shares — an estimated $1.43K sold.

Trivant Custom Portfolio Group first reported a position in ORLY in Q2 2024 and held it in 4 quarters. The position peaked at $1.43K in Q1 2025. 1,604 funds tracked by Wall St. Rank hold ORLY as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining O'Reilly Automotive position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 15 O'Reilly Automotive shares in Q2 2025, an estimated $1.43K.
  • Trivant Custom Portfolio Group first reported a position in O'Reilly Automotive in Q2 2024 and held it in 4 quarters.
  • Trivant Custom Portfolio Group's O'Reilly Automotive position peaked at $1.43K in Q1 2025.
  • 1,604 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.