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

Diversify 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
Q2 		$1.38M Buy
20,611
+2,275
+12% +$190K 0.02% 527
2026
Q1 		$1.57M Buy
18,336
+5,991
+49% +$647K 0.03% 455
2025
Q4 		$1.45M Buy
12,345
+361
+3% +$43.5K 0.07% 254
2025
Q3 		$1.49M Sell
11,984
-91
-0.8% -$12.1K 0.09% 217
2025
Q2 		$1.6M Buy
12,075
+1,580
+15% +$181K 0.1% 200
2025
Q1 		$1.11M Buy
10,495
+1,844
+21% +$195K 0.08% 229
2024
Q4 		$920K Buy
8,651
+1,830
+27% +$182K 0.07% 232
2024
Q3 		$619K Buy
6,821
+840
+14% +$81K 0.06% 275
2024
Q2 		$560K Buy
+5,981
New +$476K 0.07% 244

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Diversify Wealth Management's OLLI Position: Q2 2026 in Review

Diversify Wealth Management increased its Ollie's Bargain Outlet (OLLI) stake by 12% in Q2 2026, buying an estimated $190K and bringing the position to 20,611 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #527.

Diversify Wealth Management first reported a position in OLLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q2 2025. 454 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Diversify Wealth Management held 20,611 shares of Ollie's Bargain Outlet worth $1.38M as of Q2 2026.
  • Diversify Wealth Management bought 2,275 Ollie's Bargain Outlet shares in Q2 2026, an estimated $190K.
  • Ollie's Bargain Outlet made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Diversify Wealth Management first reported a position in Ollie's Bargain Outlet in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Ollie's Bargain Outlet position peaked at $1.6M in Q2 2025.
  • 454 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.