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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Diversify Advisory Services's OLLI Position: Q1 2026 in Review

Diversify Advisory Services sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 4,903 shares — an estimated $572K sold.

Diversify Advisory Services first reported a position in OLLI in Q3 2024 and held it in 6 quarters. The position peaked at $591K in Q3 2025. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Diversify Advisory Services reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 4,903 Ollie's Bargain Outlet shares in Q1 2026, an estimated $572K.
  • Diversify Advisory Services first reported a position in Ollie's Bargain Outlet in Q3 2024 and held it in 6 quarters.
  • Diversify Advisory Services's Ollie's Bargain Outlet position peaked at $591K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.