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 Q3	$771	Sell	9 -1	-10%	-$74	﹤0.01%	961
2026 Q2	$769	Sell	10 -3	-23%	-$250	﹤0.01%	976
2026 Q1	$1.2K	Hold	13	–	–	﹤0.01%	821
2025 Q4	$1.42K	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 $13.5B AUM 16.58% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

DiNuzzo Private Wealth's OLLI Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Ollie's Bargain Outlet (OLLI) stake by 10% in Q3 2026, selling an estimated $74 and leaving 9 shares worth $771. The position accounts for ﹤0.01% of the portfolio, ranked #961.

DiNuzzo Private Wealth first reported a position in OLLI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.71K in Q2 2025. 50 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

DiNuzzo Private Wealth held 9 shares of Ollie's Bargain Outlet worth $771 as of Q3 2026.
DiNuzzo Private Wealth sold 1 Ollie's Bargain Outlet share in Q3 2026, an estimated $74.
Ollie's Bargain Outlet made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #961 holding.
DiNuzzo Private Wealth first reported a position in Ollie's Bargain Outlet in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Ollie's Bargain Outlet position peaked at $1.71K in Q2 2025.
50 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.