Creative Planning
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Creative Planning’s Ollie's Bargain Outlet OLLI Stock Holding History

Creative Planning’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 		$1.79M Buy
19,497
+14,630
+301% +$1.58M ﹤0.01% 1984
2025
Q4 		$533K Sell
4,867
-740
-13% -$89.2K ﹤0.01% 2781
2025
Q3 		$720K Buy
5,607
+2,112
+60% +$280K ﹤0.01% 2410
2025
Q2 		$461K Buy
3,495
+781
+29% +$89.4K ﹤0.01% 2536
2025
Q1 		$316K Buy
2,714
+689
+34% +$72.8K ﹤0.01% 2709
2024
Q4 		$222K Buy
+2,025
New +$202K ﹤0.01% 2896
2023
Q4 		– Sell
-599
Closed -$46.2K – 2988
2023
Q3 		$46.2K Buy
+599
New +$43.7K ﹤0.01% 2491
2019
Q2 		– Sell
-2,918
Closed -$249K – 2088
2019
Q1 		$249K Buy
+2,918
New +$235K ﹤0.01% 1445
2017
Q3 		– Sell
-1,008
Closed -$43K – 3127
2017
Q2 		$43K Sell
1,008
-845
-46% -$33.1K ﹤0.01% 2630
2017
Q1 		$62K Buy
1,853
+845
+84% +$26.6K ﹤0.01% 2316
2016
Q4 		$29K Buy
1,008
+8
+0.8% +$231 ﹤0.01% 2823
2016
Q3 		$26K Buy
+1,000
New +$26.1K ﹤0.01% 2869
2016
Q2 		– Sell
-500
Closed -$12K – 4457
2016
Q1 		$12K Buy
+500
New +$10.3K ﹤0.01% 3114

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

Creative Planning's OLLI Position: Q1 2026 in Review

Creative Planning increased its Ollie's Bargain Outlet (OLLI) stake by 301% in Q1 2026, buying an estimated $1.58M and bringing the position to 19,497 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Creative Planning first reported a position in OLLI in Q1 2016 and has held it in 13 quarters since. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Creative Planning held 19,497 shares of Ollie's Bargain Outlet worth $1.79M as of Q1 2026.
  • Creative Planning bought 14,630 Ollie's Bargain Outlet shares in Q1 2026, an estimated $1.58M.
  • Ollie's Bargain Outlet made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1984 holding.
  • Creative Planning first reported a position in Ollie's Bargain Outlet in Q1 2016 and has held it in 13 quarters since.
  • 476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.