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Cornerstone Planning Group’s Ollie's Bargain Outlet OLLI Stock Holding History

Cornerstone Planning Group’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 		– Sell
-273
Closed -$22.3K – 1924
2026
Q1 		$22.3K Buy
273
+18
+7% +$1.94K ﹤0.01% 635
2025
Q4 		$27.2K Buy
255
+175
+219% +$21.1K ﹤0.01% 509
2025
Q3 		$3.19K Buy
+80
New +$10.6K ﹤0.01% 1061

Other funds holding OLLI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's OLLI Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Ollie's Bargain Outlet (OLLI) in Q2 2026, closing a stake of 273 shares — an estimated $22.3K sold.

Cornerstone Planning Group first reported a position in OLLI in Q3 2025 and held it in 3 quarters. The position peaked at $27.2K in Q4 2025. 223 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Ollie's Bargain Outlet position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 273 Ollie's Bargain Outlet shares in Q2 2026, an estimated $22.3K.
  • Cornerstone Planning Group first reported a position in Ollie's Bargain Outlet in Q3 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Ollie's Bargain Outlet position peaked at $27.2K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.