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

Hemington 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
2025
Q3 		$16K Buy
131
+5
+4% +$664 ﹤0.01% 721
2025
Q2 		$16K Buy
126
+31
+33% +$3.55K ﹤0.01% 700
2025
Q1 		$11K Buy
95
+5
+6% +$529 ﹤0.01% 788
2024
Q4 		$9K Buy
90
+24
+36% +$2.39K ﹤0.01% 808
2024
Q3 		$6K Buy
+66
New +$6.36K ﹤0.01% 885

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hemington Wealth Management's OLLI Position: Q3 2025 in Review

Hemington Wealth Management increased its Ollie's Bargain Outlet (OLLI) stake by 4% in Q3 2025, buying an estimated $664 and bringing the position to 131 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Hemington Wealth Management first reported a position in OLLI in Q3 2024 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold OLLI as of Q3 2025.

  • Hemington Wealth Management held 131 shares of Ollie's Bargain Outlet worth $16K as of Q3 2025.
  • Hemington Wealth Management bought 5 Ollie's Bargain Outlet shares in Q3 2025, an estimated $664.
  • Ollie's Bargain Outlet made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #721 holding.
  • Hemington Wealth Management first reported a position in Ollie's Bargain Outlet in Q3 2024 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.