CWM
OLLI icon

Congress Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Congress Wealth Management’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
Q2 		$33.7M Buy
255,887
+2,754
+1% +$315K 0.33% 67
2025
Q1 		$29.5M Sell
253,133
-9,024
-3% -$954K 0.35% 64
2024
Q4 		$28.8M Buy
262,157
+151,868
+138% +$15.1M 0.4% 64
2024
Q3 		$10.7M Buy
110,289
+3,159
+3% +$305K 0.14% 202
2024
Q2 		$10.5M Buy
+107,130
New +$8.52M 0.17% 167

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Congress Wealth Management's OLLI Position: Q2 2025 in Review

Congress Wealth Management increased its Ollie's Bargain Outlet (OLLI) stake by 1.1% in Q2 2025, buying an estimated $315K and bringing the position to 255,887 shares worth $33.7M. The position accounts for 0.33% of the portfolio, ranked #67.

Congress Wealth Management first reported a position in OLLI in Q2 2024 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold OLLI as of Q2 2025.

  • Congress Wealth Management held 255,887 shares of Ollie's Bargain Outlet worth $33.7M as of Q2 2025.
  • Congress Wealth Management bought 2,754 Ollie's Bargain Outlet shares in Q2 2025, an estimated $315K.
  • Ollie's Bargain Outlet made up 0.33% of Congress Wealth Management's portfolio in Q2 2025, its #67 holding.
  • Congress Wealth Management first reported a position in Ollie's Bargain Outlet in Q2 2024 and has held it in 5 quarters since.
  • 465 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.