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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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Point72 Asset Management
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. 454 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.
  • 454 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.