ORLY β€” OREILLY AUTOMOTIVE INC

Ownership history in Geller Advisors LLC  Β·  6 quarters on record

AI Ownership Summary

Geller Advisors LLC reported OREILLY AUTOMOTIVE INC (ORLY) in 6 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.08% in 2024 Q1. The latest visible filing shows ORLY at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geller Advisors LLC's position in OREILLY AUTOMOTIVE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

ORLY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Geller Advisors LLC held ORLY β€” position size vs. price
% of Fund (quarterly)    ORLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 679 -205 -23.2% 0.05% $782K 2024-11-15 $80.89
2024 Q2 REDUCED 884 -1 -0.1% 0.07% $934K 2024-08-13 $74.31
2024 Q1 ADDED 885 +15 +1.7% 0.08% $999K 2024-05-14 $67.12
2023 Q4 UNCHANGED 870 β€” 0% 0.08% $827K 2024-02-14 $69.95
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Geller Advisors LLC and ORLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geller Advisors LLC reported owning ORLY?

Geller Advisors LLC reported ORLY across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported ORLY position in Geller Advisors LLC's portfolio?

The largest reported portfolio weight for ORLY was 0.08% in 2024 Q1.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2024 Q3, when Geller Advisors LLC reported 679 shares, equal to 0.05% of portfolio, with an estimated market value of $782K.

What does the chart on this ORLY ownership page compare?

The chart compares Geller Advisors LLC's quarterly ORLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Geller Advisors LLC Holdings