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Journey Retirement Planning & Investment Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Journey Retirement Planning & Investment 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
-3,801
Closed -$417K – 203
2025
Q4 		$417K Buy
+3,801
New +$458K 0.09% 166

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $34B AUM 6.31% 1-Year Est. Return
WA
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Journey Retirement Planning & Investment Management's OLLI Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 3,801 shares — an estimated $417K sold.

Journey Retirement Planning & Investment Management first reported a position in OLLI in Q4 2025 and held it in 1 quarter. The position peaked at $417K in Q4 2025. 479 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 3,801 Ollie's Bargain Outlet shares in Q1 2026, an estimated $417K.
  • Journey Retirement Planning & Investment Management first reported a position in Ollie's Bargain Outlet in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Ollie's Bargain Outlet position peaked at $417K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.