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

Darwin 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
2026
Q3 		$7.45K Buy
+87
New +$6.44K ﹤0.01% 703
2020
Q2 		– Sell
-488
Closed -$22K – 562
2020
Q1 		$22K Buy
+488
New +$25K 0.01% 350

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Darwin Wealth Management's OLLI Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Ollie's Bargain Outlet (OLLI) in Q3 2026: 87 shares worth $7.45K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in OLLI as recently as Q1 2020.

Darwin Wealth Management first reported a position in OLLI in Q1 2020 and has held it in 2 quarters since. The position peaked at $22K in Q1 2020. 234 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

  • Darwin Wealth Management held 87 shares of Ollie's Bargain Outlet worth $7.45K as of Q3 2026.
  • Ollie's Bargain Outlet was a new Darwin Wealth Management position in Q3 2026.
  • Ollie's Bargain Outlet made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #703 holding.
  • Darwin Wealth Management first reported a position in Ollie's Bargain Outlet in Q1 2020 and has held it in 2 quarters since.
  • Darwin Wealth Management's Ollie's Bargain Outlet position peaked at $22K in Q1 2020.
  • 234 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.