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WR Wealth Planners’s O'Reilly Automotive ORLY Stock Holding History

WR Wealth Planners’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 		$165K Hold
2,085
– – 0.05% 175
2024
Q3 		$160K Sell
2,085
-645
-24% -$47.4K 0.04% 213
2024
Q2 		$192K Hold
2,730
– – 0.06% 175
2024
Q1 		$205K Sell
2,730
-2,250
-45% -$157K 0.06% 167
2023
Q4 		$315K Buy
4,980
+2,250
+82% +$142K 0.12% 140
2023
Q3 		$165K Hold
2,730
– – 0.06% 190
2023
Q2 		$174K Hold
2,730
– – 0.07% 183
2023
Q1 		$155K Hold
2,730
– – 0.07% 183
2022
Q4 		$154K Hold
2,730
– – 0.09% 117
2022
Q3 		$128K Hold
2,730
– – 0.09% 114
2022
Q2 		$115K Hold
2,730
– – 0.08% 118
2022
Q1 		$125K Buy
+2,730
New +$122K 0.07% 123

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

WR Wealth Planners's ORLY Position: Q4 2024 in Review

WR Wealth Planners held its O'Reilly Automotive (ORLY) position steady in Q4 2024 at 2,085 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #175.

WR Wealth Planners first reported a position in ORLY in Q1 2022 and has held it in 12 quarters since. The position peaked at $315K in Q4 2023. 1,517 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • WR Wealth Planners held 2,085 shares of O'Reilly Automotive worth $165K as of Q4 2024.
  • WR Wealth Planners left its O'Reilly Automotive share count unchanged in Q4 2024.
  • O'Reilly Automotive made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #175 holding.
  • WR Wealth Planners first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's O'Reilly Automotive position peaked at $315K in Q4 2023.
  • 1,517 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.