Creative Financial Designs’s Ollie's Bargain Outlet OLLI Stock Holding History

Creative Financial Designs’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	$769	Sell	10 -1	-9%	-$83	﹤0.01%	2082
2026 Q1	$1.01K	Hold	11	–	–	﹤0.01%	1897
2025 Q4	$1.21K	Hold	11	–	–	﹤0.01%	1769
2025 Q3	$1.41K	Hold	11	–	–	﹤0.01%	1753
2025 Q2	$1.45K	Sell	11 -35	-76%	-$4.01K	﹤0.01%	1728
2025 Q1	$5.35K	Buy	46 +27	+142%	+$2.85K	﹤0.01%	1470
2024 Q4	$2.08K	Buy	19 +7	+58%	+$697	﹤0.01%	1585
2024 Q3	$1.17K	Hold	12	–	–	﹤0.01%	1571
2024 Q2	$1.18K	Hold	12	–	–	﹤0.01%	1531
2024 Q1	$955	Hold	12	–	–	﹤0.01%	1553
2023 Q4	$911	Buy	+12	New	+$904	﹤0.01%	1501

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Creative Financial Designs's OLLI Position: Q2 2026 in Review

Creative Financial Designs reduced its Ollie's Bargain Outlet (OLLI) stake by 9.1% in Q2 2026, selling an estimated $83 and leaving 10 shares worth $769. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Creative Financial Designs first reported a position in OLLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.35K in Q1 2025. 454 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

Creative Financial Designs held 10 shares of Ollie's Bargain Outlet worth $769 as of Q2 2026.
Creative Financial Designs sold 1 Ollie's Bargain Outlet share in Q2 2026, an estimated $83.
Ollie's Bargain Outlet made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2082 holding.
Creative Financial Designs first reported a position in Ollie's Bargain Outlet in Q4 2023 and has held it in 11 quarters since.
Creative Financial Designs's Ollie's Bargain Outlet position peaked at $5.35K in Q1 2025.
454 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.