Legacy Capital Wealth Partners’s Ollie's Bargain Outlet OLLI Stock Holding History

Legacy Capital Wealth Partners’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 Q2	–	Sell	-2,301	Closed	-$212K	–	404
2026 Q1	$212K	Buy	2,301 +298	+15%	+$32.2K	0.04%	358
2025 Q4	$220K	Sell	2,003 -108	-5%	-$13K	0.05%	349
2025 Q3	$271K	Sell	2,111 -238	-10%	-$31.6K	0.06%	327
2025 Q2	$310K	Sell	2,349 -162	-6%	-$18.5K	0.07%	295
2025 Q1	$292K	Sell	2,511 -323	-11%	-$34.1K	0.07%	284
2024 Q4	$311K	Buy	2,834 +94	+3%	+$9.36K	0.08%	265
2024 Q3	$266K	Sell	2,740 -170	-6%	-$16.4K	0.05%	291
2024 Q2	$286K	Buy	+2,910	New	+$232K	0.07%	244

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Legacy Capital Wealth Partners's OLLI Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Ollie's Bargain Outlet (OLLI) in Q2 2026, closing a stake of 2,301 shares — an estimated $212K sold.

Legacy Capital Wealth Partners first reported a position in OLLI in Q2 2024 and held it in 8 quarters. The position peaked at $311K in Q4 2024. 455 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining Ollie's Bargain Outlet position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 2,301 Ollie's Bargain Outlet shares in Q2 2026, an estimated $212K.
Legacy Capital Wealth Partners first reported a position in Ollie's Bargain Outlet in Q2 2024 and held it in 8 quarters.
Legacy Capital Wealth Partners's Ollie's Bargain Outlet position peaked at $311K in Q4 2024.
455 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.