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EverSource Wealth Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

EverSource Wealth Advisors’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 		$45.4K Sell
591
-1,207
-67% -$101K ﹤0.01% 1839
2026
Q1 		$165K Buy
1,798
+318
+21% +$34.3K 0.01% 1157
2025
Q4 		$162K Sell
1,480
-84
-5% -$10.1K 0.01% 1056
2025
Q3 		$201K Sell
1,564
-527
-25% -$70K 0.01% 906
2025
Q2 		$276K Sell
2,091
-72
-3% -$8.24K 0.01% 710
2025
Q1 		$252K Buy
2,163
+31
+1% +$3.28K 0.01% 582
2024
Q4 		$234K Buy
2,132
+1,854
+667% +$185K 0.01% 599
2024
Q3 		$27K Buy
278
+265
+2,038% +$25.5K ﹤0.01% 1340
2024
Q2 		$1.27K Buy
+13
New +$1.03K ﹤0.01% 2681
2023
Q2 		– Sell
-9
Closed -$554 – 2571
2023
Q1 		$521 Buy
+9
New +$495 ﹤0.01% 2215

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

EverSource Wealth Advisors's OLLI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ollie's Bargain Outlet (OLLI) stake by 67% in Q2 2026, selling an estimated $101K and leaving 591 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

EverSource Wealth Advisors first reported a position in OLLI in Q1 2023 and has held it in 10 quarters since. The position peaked at $276K in Q2 2025. 453 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • EverSource Wealth Advisors held 591 shares of Ollie's Bargain Outlet worth $45.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,207 Ollie's Bargain Outlet shares in Q2 2026, an estimated $101K.
  • Ollie's Bargain Outlet made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1839 holding.
  • EverSource Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q1 2023 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Ollie's Bargain Outlet position peaked at $276K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.