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Wellington Wealth Strategies’s O'Reilly Automotive ORLY Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		$311K Sell
3,495
-1,725
-33% -$139K 0.28% 47
2024
Q3 		$401K Buy
+5,220
New +$383K 0.3% 53
2024
Q2 		– Sell
-3,015
Closed -$227K – 143
2024
Q1 		$227K Buy
+3,015
New +$211K 0.11% 129

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Wealth Strategies's ORLY Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its O'Reilly Automotive (ORLY) stake by 33% in Q4 2024, selling an estimated $139K and leaving 3,495 shares worth $311K. The position accounts for 0.28% of the portfolio, ranked #47.

Wellington Wealth Strategies first reported a position in ORLY in Q1 2024 and has held it in 3 quarters since. The position peaked at $401K in Q3 2024. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Wellington Wealth Strategies held 3,495 shares of O'Reilly Automotive worth $311K as of Q4 2024.
  • Wellington Wealth Strategies sold 1,725 O'Reilly Automotive shares in Q4 2024, an estimated $139K.
  • O'Reilly Automotive made up 0.28% of Wellington Wealth Strategies's portfolio in Q4 2024, its #47 holding.
  • Wellington Wealth Strategies first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 3 quarters since.
  • Wellington Wealth Strategies's O'Reilly Automotive position peaked at $401K in Q3 2024.
  • 1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.