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Evolve Private Wealth’s Ollie's Bargain Outlet OLLI Stock Holding History

Evolve 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
Q1 		– Sell
-2,069
Closed -$227K – 1038
2025
Q4 		$227K Buy
+2,069
New +$249K 0.01% 829

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Evolve Private Wealth's OLLI Position: Q1 2026 in Review

Evolve Private Wealth sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 2,069 shares — an estimated $227K sold.

Evolve Private Wealth first reported a position in OLLI in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 480 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Evolve Private Wealth reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 2,069 Ollie's Bargain Outlet shares in Q1 2026, an estimated $227K.
  • Evolve Private Wealth first reported a position in Ollie's Bargain Outlet in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Ollie's Bargain Outlet position peaked at $227K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.