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Blue Barn Wealth’s Ollie's Bargain Outlet OLLI Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-2,971
Closed -$381K – 127
2025
Q3 		$381K Sell
2,971
-143
-5% -$19K 0.17% 87
2025
Q2 		$410K Buy
3,114
+86
+3% +$9.85K 0.19% 79
2025
Q1 		$352K Buy
3,028
+34
+1% +$3.6K 0.18% 85
2024
Q4 		$329K Buy
2,994
+553
+23% +$55K 0.17% 91
2024
Q3 		$237K Buy
2,441
+54
+2% +$5.21K 0.12% 130
2024
Q2 		$234K Buy
+2,387
New +$190K 0.13% 113

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Barn Wealth's OLLI Position: Q4 2025 in Review

Blue Barn Wealth sold out of Ollie's Bargain Outlet (OLLI) in Q4 2025, closing a stake of 2,971 shares — an estimated $381K sold.

Blue Barn Wealth first reported a position in OLLI in Q2 2024 and held it in 6 quarters. The position peaked at $410K in Q2 2025. 473 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • Blue Barn Wealth reported no remaining Ollie's Bargain Outlet position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 2,971 Ollie's Bargain Outlet shares in Q4 2025, an estimated $381K.
  • Blue Barn Wealth first reported a position in Ollie's Bargain Outlet in Q2 2024 and held it in 6 quarters.
  • Blue Barn Wealth's Ollie's Bargain Outlet position peaked at $410K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.