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

Arista 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
2026
Q2 		$246K Sell
3,200
-775
-19% -$64.6K 0.03% 244
2026
Q1 		$366K Buy
+3,975
New +$429K 0.04% 196

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Arista Wealth Management's OLLI Position: Q2 2026 in Review

Arista Wealth Management reduced its Ollie's Bargain Outlet (OLLI) stake by 19% in Q2 2026, selling an estimated $64.6K and leaving 3,200 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #244.

Arista Wealth Management first reported a position in OLLI in Q1 2026 and has held it in 2 quarters since. The position peaked at $366K in Q1 2026. 453 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Arista Wealth Management held 3,200 shares of Ollie's Bargain Outlet worth $246K as of Q2 2026.
  • Arista Wealth Management sold 775 Ollie's Bargain Outlet shares in Q2 2026, an estimated $64.6K.
  • Ollie's Bargain Outlet made up 0.03% of Arista Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Arista Wealth Management first reported a position in Ollie's Bargain Outlet in Q1 2026 and has held it in 2 quarters since.
  • Arista Wealth Management's Ollie's Bargain Outlet position peaked at $366K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.