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CA
Clearstead Advisors’s
Ollie's Bargain Outlet
OLLI
Stock Holding History
Clearstead 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
Q1
$5.98K
Sell
65
-206
-76%
-$22.2K
﹤0.01%
1711
2025
Q4
$29.7K
Buy
271
+65
+32%
+$7.84K
﹤0.01%
1585
2025
Q3
$26.5K
Sell
206
-78
-27%
-$10.4K
﹤0.01%
1518
2025
Q2
$37.4K
Buy
284
+99
+54%
+$11.3K
﹤0.01%
1385
2025
Q1
$21.5K
Sell
185
-1,720
-90%
-$182K
﹤0.01%
1411
2024
Q4
$209K
Buy
1,905
+1,776
+1,377%
+$177K
﹤0.01%
840
2024
Q3
$12.5K
Hold
129
–
–
﹤0.01%
1545
2024
Q2
$12.7K
Buy
129
+5
+4%
+$398
﹤0.01%
1493
2024
Q1
$9.24K
Buy
124
+45
+57%
+$3.4K
﹤0.01%
1066
2023
Q4
$6K
Buy
79
+5
+7%
+$377
﹤0.01%
1141
2023
Q3
$5.71K
Buy
74
+37
+100%
+$2.7K
﹤0.01%
1213
2023
Q2
$2.14K
Buy
37
+20
+118%
+$1.23K
﹤0.01%
1133
2023
Q1
$985
Hold
17
–
–
﹤0.01%
1242
2022
Q4
$796
Buy
+17
New
+$917
﹤0.01%
1192
2021
Q4
–
Sell
-196
Closed
-$12K
–
1389
2021
Q3
$12K
Buy
+196
New
+$15.9K
﹤0.01%
922
Other funds holding OLLI
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$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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$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
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
STA
Summit Trail Advisors
New York
$6.98B AUM
19.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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