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Accredited Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Accredited Wealth Management’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$11.3K Buy
113
+25
+28% +$3.32K 0.01% 255
2025
Q2 		$11.6K Hold
88
– – 0.01% 249
2025
Q1 		$10.2K Buy
+88
New +$9.3K 0.01% 245

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accredited Wealth Management's OLLI Position: Q3 2025 in Review

Accredited Wealth Management increased its Ollie's Bargain Outlet (OLLI) stake by 28% in Q3 2025, buying an estimated $3.32K and bringing the position to 113 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #255.

Accredited Wealth Management first reported a position in OLLI in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q2 2025. 491 funds tracked by Wall St. Rank hold OLLI as of Q3 2025.

  • Accredited Wealth Management held 113 shares of Ollie's Bargain Outlet worth $11.3K as of Q3 2025.
  • Accredited Wealth Management bought 25 Ollie's Bargain Outlet shares in Q3 2025, an estimated $3.32K.
  • Ollie's Bargain Outlet made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #255 holding.
  • Accredited Wealth Management first reported a position in Ollie's Bargain Outlet in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Ollie's Bargain Outlet position peaked at $11.6K in Q2 2025.
  • 491 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2025.

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