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Concurrent Investment Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Concurrent Investment 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 		– Sell
-2,234
Closed -$245K – 2019
2025
Q4 		$245K Buy
+2,234
New +$269K ﹤0.01% 1516

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

Concurrent Investment Advisors's OLLI Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 2,234 shares — an estimated $245K sold.

Concurrent Investment Advisors first reported a position in OLLI in Q4 2025 and held it in 1 quarter. The position peaked at $245K in Q4 2025. 477 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 2,234 Ollie's Bargain Outlet shares in Q1 2026, an estimated $245K.
  • Concurrent Investment Advisors first reported a position in Ollie's Bargain Outlet in Q4 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Ollie's Bargain Outlet position peaked at $245K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.