DiNuzzo Private Wealth’s Ollie's Bargain Outlet OLLI Stock Holding History

DiNuzzo Private Wealth’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 -3	-23%	-$250	﹤0.01%	976
2026 Q1	$1.2K	Hold	13	–	–	﹤0.01%	821
2025 Q4	$1.43K	Hold	13	–	–	﹤0.01%	760
2025 Q3	$1.65K	Hold	13	–	–	﹤0.01%	710
2025 Q2	$1.71K	Hold	13	–	–	﹤0.01%	667
2025 Q1	$1.51K	Hold	13	–	–	﹤0.01%	689
2024 Q4	$1.43K	Buy	13 +1	+8%	+$100	﹤0.01%	725
2024 Q3	$1.17K	Sell	12 -1	-8%	-$96	﹤0.01%	804
2024 Q2	$1.28K	Buy	13 +2	+18%	+$159	﹤0.01%	694
2024 Q1	$876	Hold	11	–	–	﹤0.01%	789
2023 Q4	$835	Buy	+11	New	+$829	﹤0.01%	777

Other funds holding OLLI

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return