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Baldwin Wealth Partners’s Ollie's Bargain Outlet OLLI Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-1,977
Closed -$217K – 244
2025
Q4 		$217K Hold
1,977
– – 0.01% 234
2025
Q3 		$254K Hold
1,977
– – 0.02% 205
2025
Q2 		$261K Sell
1,977
-135
-6% -$15.5K 0.02% 193
2025
Q1 		$246K Sell
2,112
-795
-27% -$84.1K 0.02% 197
2024
Q4 		$319K Sell
2,907
-4,481
-61% -$446K 0.02% 186
2024
Q3 		$718K Buy
+7,388
New +$712K 0.05% 151

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Baldwin Wealth Partners's OLLI Position: Q1 2026 in Review

Baldwin Wealth Partners sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 1,977 shares — an estimated $217K sold.

Baldwin Wealth Partners first reported a position in OLLI in Q3 2024 and held it in 6 quarters. The position peaked at $718K in Q3 2024. 477 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Baldwin Wealth Partners reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,977 Ollie's Bargain Outlet shares in Q1 2026, an estimated $217K.
  • Baldwin Wealth Partners first reported a position in Ollie's Bargain Outlet in Q3 2024 and held it in 6 quarters.
  • Baldwin Wealth Partners's Ollie's Bargain Outlet position peaked at $718K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.