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

IHT 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 Q1	–	Sell	-3,916	Closed	-$429K	–	1311
2025 Q4	$429K	Sell	3,916 -249	-6%	-$30K	0.01%	832
2025 Q3	$535K	Sell	4,165 -24	-0.6%	-$3.19K	0.01%	715
2025 Q2	$552K	Sell	4,189 -79	-2%	-$9.04K	0.02%	670
2025 Q1	$497K	Sell	4,268 -5,899	-58%	-$624K	0.02%	674
2024 Q4	$1.12M	Buy	10,167 +304	+3%	+$30.3K	0.04%	421
2024 Q3	$959K	Sell	9,863 -63	-0.6%	-$6.07K	0.03%	515
2024 Q2	$974K	Sell	9,926 -107	-1%	-$8.51K	0.04%	444
2024 Q1	$798K	Buy	+10,033	New	+$758K	0.03%	484

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

IHT Wealth Management's OLLI Position: Q1 2026 in Review

IHT Wealth Management sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 3,916 shares — an estimated $429K sold.

IHT Wealth Management first reported a position in OLLI in Q1 2024 and held it in 8 quarters. The position peaked at $1.12M in Q4 2024. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

IHT Wealth Management reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
IHT Wealth Management sold 3,916 Ollie's Bargain Outlet shares in Q1 2026, an estimated $429K.
IHT Wealth Management first reported a position in Ollie's Bargain Outlet in Q1 2024 and held it in 8 quarters.
IHT Wealth Management's Ollie's Bargain Outlet position peaked at $1.12M in Q4 2024.
476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.