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Waverton Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Waverton Investment Management’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
Q4 		– Sell
-483,515
Closed -$52.1M – 68
2025
Q3 		$52.1M Buy
483,515
+5,595
+1% +$562K 0.67% 30
2025
Q2 		$43.1M Buy
477,920
+5,345
+1% +$487K 0.59% 33
2025
Q1 		$45.1M Sell
472,575
-131,745
-22% -$11.5M 0.7% 32
2024
Q4 		$47.8M Buy
604,320
+59,850
+11% +$4.83M 0.76% 31
2024
Q3 		$41.8M Buy
544,470
+65,040
+14% +$4.78M 0.69% 32
2024
Q2 		$33.8M Buy
479,430
+152,835
+47% +$10.6M 0.64% 34
2024
Q1 		$24.6M Buy
326,595
+405
+0.1% +$28.3K 0.51% 38
2023
Q4 		$20.7M Buy
326,190
+7,275
+2% +$460K 0.5% 36
2023
Q3 		$19.3M Buy
318,915
+67,695
+27% +$4.25M 0.56% 37
2023
Q2 		$16M Buy
251,220
+20,265
+9% +$1.24M 0.46% 38
2023
Q1 		$13.1M Sell
230,955
-39,315
-15% -$2.15M 0.4% 44
2022
Q4 		$15.2M Sell
270,270
-6,300
-2% -$339K 0.56% 38
2022
Q3 		$13M Sell
276,570
-9,555
-3% -$446K 0.53% 37
2022
Q2 		$12.1M Sell
286,125
-59,310
-17% -$2.55M 0.47% 36
2022
Q1 		$15.8M Sell
345,435
-7,305
-2% -$326K 0.53% 33
2021
Q4 		$16.6M Buy
+352,740
New +$15.3M 0.53% 30

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Waverton Investment Management's ORLY Position: Q4 2025 in Review

Waverton Investment Management sold out of O'Reilly Automotive (ORLY) in Q4 2025, closing a stake of 483,515 shares — an estimated $52.1M sold.

Waverton Investment Management first reported a position in ORLY in Q4 2021 and held it in 16 quarters. The position peaked at $52.1M in Q3 2025. 1,719 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

  • Waverton Investment Management reported no remaining O'Reilly Automotive position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 483,515 O'Reilly Automotive shares in Q4 2025, an estimated $52.1M.
  • Waverton Investment Management first reported a position in O'Reilly Automotive in Q4 2021 and held it in 16 quarters.
  • Waverton Investment Management's O'Reilly Automotive position peaked at $52.1M in Q3 2025.
  • 1,719 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.