Lido Advisors
OLLI icon

Lido Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Lido Advisors’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
-3,637
Closed -$466K – 2082
2025
Q4 		$466K Buy
3,637
+59
+2% +$7.11K ﹤0.01% 1326
2025
Q3 		$460K Buy
+3,578
New +$475K ﹤0.01% 1269
2024
Q3 		– Sell
-5,843
Closed -$574K – 1531
2024
Q2 		$574K Sell
5,843
-119
-2% -$9.47K ﹤0.01% 881
2024
Q1 		$474K Sell
5,962
-718
-11% -$54.2K ﹤0.01% 922
2023
Q4 		$507K Buy
+6,680
New +$503K ﹤0.01% 855
2018
Q4 		– Sell
-2,124
Closed -$204K – 472
2018
Q3 		$204K Sell
2,124
-1,961
-48% -$157K 0.02% 423
2018
Q2 		$296K Buy
+4,085
New +$276K 0.03% 313

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $786B AUM 40.34% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Lido Advisors's OLLI Position: Q1 2026 in Review

Lido Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 3,637 shares — an estimated $466K sold.

Lido Advisors first reported a position in OLLI in Q2 2018 and held it in 7 quarters. The position peaked at $574K in Q2 2024. 479 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Lido Advisors reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 3,637 Ollie's Bargain Outlet shares in Q1 2026, an estimated $466K.
  • Lido Advisors first reported a position in Ollie's Bargain Outlet in Q2 2018 and held it in 7 quarters.
  • Lido Advisors's Ollie's Bargain Outlet position peaked at $574K in Q2 2024.
  • 479 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.