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Basecamp Wealth Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Basecamp Wealth Advisors’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 		$18.5K Buy
240
+4
+2% +$334 ﹤0.01% 844
2026
Q1 		$21.7K Sell
236
-7
-3% -$756 ﹤0.01% 799
2025
Q4 		$26.6K Buy
+243
New +$29.3K 0.01% 695

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

Basecamp Wealth Advisors's OLLI Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Ollie's Bargain Outlet (OLLI) stake by 1.7% in Q2 2026, buying an estimated $334 and bringing the position to 240 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Basecamp Wealth Advisors first reported a position in OLLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.6K in Q4 2025. 453 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Basecamp Wealth Advisors held 240 shares of Ollie's Bargain Outlet worth $18.5K as of Q2 2026.
  • Basecamp Wealth Advisors bought 4 Ollie's Bargain Outlet shares in Q2 2026, an estimated $334.
  • Ollie's Bargain Outlet made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #844 holding.
  • Basecamp Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Ollie's Bargain Outlet position peaked at $26.6K in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.