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

Legacy Wealth Asset 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
Q3 		– Sell
-3,394
Closed -$261K – 387
2026
Q2 		$261K Sell
3,394
-66
-2% -$5.5K 0.06% 333
2026
Q1 		$318K Buy
3,460
+108
+3% +$11.7K 0.08% 308
2025
Q4 		$367K Sell
3,352
-15
-0.4% -$1.81K 0.09% 297
2025
Q3 		$432K Buy
3,367
+174
+5% +$23.1K 0.11% 277
2025
Q2 		$421K Buy
3,193
+214
+7% +$24.5K 0.11% 270
2025
Q1 		$347K Buy
2,979
+35
+1% +$3.7K 0.1% 280
2024
Q4 		$323K Buy
+2,944
New +$293K 0.09% 297

Other funds holding OLLI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's OLLI Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Ollie's Bargain Outlet (OLLI) in Q3 2026, closing a stake of 3,394 shares — an estimated $261K sold.

Legacy Wealth Asset Management first reported a position in OLLI in Q4 2024 and held it in 7 quarters. The position peaked at $432K in Q3 2025. 10 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining Ollie's Bargain Outlet position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,394 Ollie's Bargain Outlet shares in Q3 2026, an estimated $261K.
  • Legacy Wealth Asset Management first reported a position in Ollie's Bargain Outlet in Q4 2024 and held it in 7 quarters.
  • Legacy Wealth Asset Management's Ollie's Bargain Outlet position peaked at $432K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.