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

FSM 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
2025
Q4 		– Sell
-2,164
Closed -$278K – 325
2025
Q3 		$278K Buy
2,164
+71
+3% +$9.43K 0.04% 252
2025
Q2 		$268K Buy
2,093
+59
+3% +$6.75K 0.04% 231
2025
Q1 		$237K Sell
2,034
-406
-17% -$42.9K 0.05% 186
2024
Q4 		$255K Buy
+2,440
New +$243K 0.06% 153

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FSM Wealth Advisors's OLLI Position: Q4 2025 in Review

FSM Wealth Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q4 2025, closing a stake of 2,164 shares — an estimated $278K sold.

FSM Wealth Advisors first reported a position in OLLI in Q4 2024 and held it in 4 quarters. The position peaked at $278K in Q3 2025. 474 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • FSM Wealth Advisors reported no remaining Ollie's Bargain Outlet position as of Q4 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 2,164 Ollie's Bargain Outlet shares in Q4 2025, an estimated $278K.
  • FSM Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q4 2024 and held it in 4 quarters.
  • FSM Wealth Advisors's Ollie's Bargain Outlet position peaked at $278K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on FSM Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.