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Curated Wealth Partners’s Ollie's Bargain Outlet OLLI Stock Holding History

Curated Wealth Partners’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
Q4 		– Sell
-1,975
Closed -$254K – 218
2025
Q3 		$254K Sell
1,975
-148
-7% -$19.6K 0.03% 130
2025
Q2 		$280K Buy
2,123
+162
+8% +$18.5K 0.03% 134
2025
Q1 		$228K Buy
+1,961
New +$207K 0.03% 142

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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curated Wealth Partners's OLLI Position: Q4 2025 in Review

Curated Wealth Partners sold out of Ollie's Bargain Outlet (OLLI) in Q4 2025, closing a stake of 1,975 shares — an estimated $254K sold.

Curated Wealth Partners first reported a position in OLLI in Q1 2025 and held it in 3 quarters. The position peaked at $280K in Q2 2025. 474 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • Curated Wealth Partners reported no remaining Ollie's Bargain Outlet position as of Q4 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 1,975 Ollie's Bargain Outlet shares in Q4 2025, an estimated $254K.
  • Curated Wealth Partners first reported a position in Ollie's Bargain Outlet in Q1 2025 and held it in 3 quarters.
  • Curated Wealth Partners's Ollie's Bargain Outlet position peaked at $280K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on Curated Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.