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MassMutual Private Wealth & Trust’s Ollie's Bargain Outlet OLLI Stock Holding History

MassMutual Private Wealth & Trust’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 		$11.5K Buy
149
+105
+239% +$8.76K ﹤0.01% 1341
2026
Q1 		$4.05K Sell
44
-24
-35% -$2.59K ﹤0.01% 1759
2025
Q4 		$7.45K Hold
68
– – ﹤0.01% 1514
2025
Q3 		$8.73K Sell
68
-30
-31% -$3.98K ﹤0.01% 1451
2025
Q2 		$12.9K Buy
98
+1
+1% +$114 ﹤0.01% 1257
2025
Q1 		$11.3K Buy
97
+47
+94% +$4.97K ﹤0.01% 1262
2024
Q4 		$5.49K Buy
50
+1
+2% +$100 ﹤0.01% 1499
2024
Q3 		$4.76K Hold
49
– – ﹤0.01% 1402
2024
Q2 		$4.81K Hold
49
– – ﹤0.01% 1329
2024
Q1 		$3.9K Buy
49
+5
+11% +$378 ﹤0.01% 1350
2023
Q4 		$3.34K Sell
44
-2
-4% -$151 ﹤0.01% 1352
2023
Q3 		$3.55K Hold
46
– – ﹤0.01% 1353
2023
Q2 		$2.67K Hold
46
– – ﹤0.01% 1391
2023
Q1 		$2.67K Hold
46
– – ﹤0.01% 1331
2022
Q4 		$2K Hold
46
– – ﹤0.01% 1300
2022
Q3 		$2K Hold
46
– – ﹤0.01% 1259
2022
Q2 		$3K Hold
46
– – ﹤0.01% 1060
2022
Q1 		$2K Sell
46
-2
-4% -$89 ﹤0.01% 1180
2021
Q4 		$2K Buy
+48
New +$2.92K ﹤0.01% 1116
2020
Q1 		– Sell
-50
Closed -$3K – 764
2019
Q4 		$3K Hold
50
– – ﹤0.01% 739
2019
Q3 		$3K Hold
50
– – ﹤0.01% 739
2019
Q2 		$4K Hold
50
– – ﹤0.01% 672
2019
Q1 		$4.27K Hold
50
– – ﹤0.01% 706
2018
Q4 		$3.33K Buy
+50
New +$4.16K ﹤0.01% 737
2018
Q1 		– Sell
-13
Closed -$692 – 1051
2017
Q4 		$692 Buy
+13
New +$613 ﹤0.01% 850

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

MassMutual Private Wealth & Trust's OLLI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Ollie's Bargain Outlet (OLLI) stake by 239% in Q2 2026, buying an estimated $8.76K and bringing the position to 149 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

MassMutual Private Wealth & Trust first reported a position in OLLI in Q4 2017 and has held it in 25 quarters since. The position peaked at $12.9K in Q2 2025. 454 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 149 shares of Ollie's Bargain Outlet worth $11.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 105 Ollie's Bargain Outlet shares in Q2 2026, an estimated $8.76K.
  • Ollie's Bargain Outlet made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1341 holding.
  • MassMutual Private Wealth & Trust first reported a position in Ollie's Bargain Outlet in Q4 2017 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's Ollie's Bargain Outlet position peaked at $12.9K in Q2 2025.
  • 454 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.