Willow Creek Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Willow Creek Wealth 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 Q3	$454K	Sell	4,215 -675	-14%	-$67.9K	0.04%	114
2025 Q2	$441K	Hold	4,890	–	–	0.04%	107
2025 Q1	$467K	Hold	4,890	–	–	0.05%	93
2024 Q4	$387K	Hold	4,890	–	–	0.04%	104
2024 Q3	$375K	Hold	4,890	–	–	0.04%	112
2024 Q2	$344K	Hold	4,890	–	–	0.04%	110
2024 Q1	$368K	Hold	4,890	–	–	0.04%	107
2023 Q4	$310K	Hold	4,890	–	–	0.04%	113
2023 Q3	$296K	Sell	4,890 -810	-14%	-$50.8K	0.04%	106
2023 Q2	$363K	Buy	5,700 +15	+0.3%	+$916	0.05%	99
2023 Q1	$322K	Hold	5,685	–	–	0.05%	100
2022 Q4	$320K	Sell	5,685 -120	-2%	-$6.45K	0.05%	95
2022 Q3	$272K	Buy	5,805 +120	+2%	+$5.59K	0.05%	95
2022 Q2	$239K	Hold	5,685	–	–	0.04%	110
2022 Q1	$260K	Hold	5,685	–	–	0.05%	103
2021 Q4	$268K	Hold	5,685	–	–	0.06%	106
2021 Q3	$232K	Hold	5,685	–	–	0.05%	104
2021 Q2	$215K	Buy	+5,685	New	+$204K	0.05%	109

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Willow Creek Wealth Management's ORLY Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 14% in Q3 2025, selling an estimated $67.9K and leaving 4,215 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #114.

Willow Creek Wealth Management first reported a position in ORLY in Q2 2021 and has held it in 18 quarters since. The position peaked at $467K in Q1 2025. 1,674 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

Willow Creek Wealth Management held 4,215 shares of O'Reilly Automotive worth $454K as of Q3 2025.
Willow Creek Wealth Management sold 675 O'Reilly Automotive shares in Q3 2025, an estimated $67.9K.
O'Reilly Automotive made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #114 holding.
Willow Creek Wealth Management first reported a position in O'Reilly Automotive in Q2 2021 and has held it in 18 quarters since.
Willow Creek Wealth Management's O'Reilly Automotive position peaked at $467K in Q1 2025.
1,674 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.