Diversify Advisory Services’s Ollie's Bargain Outlet OLLI Stock Holding History

Diversify Advisory Services’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	$1.89M	Sell	19,799 -812	-4%	-$60.1K	0.03%	459
2026 Q2	$1.38M	Buy	+20,611	New	+$1.72M	0.02%	527
2026 Q1	–	Sell	-4,903	Closed	-$572K	–	647
2025 Q4	$572K	Buy	4,903 +151	+3%	+$18.2K	0.02%	565
2025 Q3	$591K	Buy	4,752 +348	+8%	+$46.2K	0.02%	512
2025 Q2	$585K	Buy	4,404 +615	+16%	+$70.4K	0.02%	479
2025 Q1	$400K	Buy	3,789 +776	+26%	+$82K	0.03%	405
2024 Q4	$320K	Sell	3,013 -167	-5%	-$16.6K	0.02%	464
2024 Q3	$292K	Buy	+3,180	New	+$307K	0.02%	505

Other funds holding OLLI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services's OLLI Position: Q3 2026 in Review

Diversify Advisory Services reduced its Ollie's Bargain Outlet (OLLI) stake by 3.9% in Q3 2026, selling an estimated $60.1K and leaving 19,799 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #459.

Diversify Advisory Services first reported a position in OLLI in Q3 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

Diversify Advisory Services held 19,799 shares of Ollie's Bargain Outlet worth $1.89M as of Q3 2026.
Diversify Advisory Services sold 812 Ollie's Bargain Outlet shares in Q3 2026, an estimated $60.1K.
Ollie's Bargain Outlet made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #459 holding.
Diversify Advisory Services first reported a position in Ollie's Bargain Outlet in Q3 2024 and has held it in 8 quarters since.
45 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.