Mount Yale Investment Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Mount Yale Investment 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	$518K	Buy	5,630 +2,536	+82%	+$274K	0.01%	710
2025 Q4	$339K	Buy	3,094 +1,309	+73%	+$158K	0.02%	560
2025 Q3	$229K	Sell	1,785 -3,016	-63%	-$400K	0.02%	599
2025 Q2	$633K	Sell	4,801 -2,809	-37%	-$322K	0.05%	294
2025 Q1	$886K	Sell	7,610 -997	-12%	-$105K	0.08%	214
2024 Q4	$944K	Buy	+8,607	New	+$857K	0.08%	212
2024 Q1	–	Sell	-3,520	Closed	-$267K	–	555
2023 Q4	$267K	Sell	3,520 -604	-15%	-$45.5K	0.03%	440
2023 Q3	$318K	Buy	+4,124	New	+$301K	0.03%	381
2023 Q2	–	Sell	-4,451	Closed	-$258K	–	505
2023 Q1	$258K	Sell	4,451 -85	-2%	-$4.67K	0.03%	414
2022 Q4	$212K	Sell	4,536 -39	-0.9%	-$2.1K	0.02%	426
2022 Q3	$236K	Buy	4,575 +867	+23%	+$53.6K	0.03%	388
2022 Q2	$218K	Buy	+3,708	New	+$188K	0.03%	427

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Mount Yale Investment Advisors's OLLI Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Ollie's Bargain Outlet (OLLI) stake by 82% in Q1 2026, buying an estimated $274K and bringing the position to 5,630 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #710.

Mount Yale Investment Advisors first reported a position in OLLI in Q2 2022 and has held it in 12 quarters since. The position peaked at $944K in Q4 2024. 479 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

Mount Yale Investment Advisors held 5,630 shares of Ollie's Bargain Outlet worth $518K as of Q1 2026.
Mount Yale Investment Advisors bought 2,536 Ollie's Bargain Outlet shares in Q1 2026, an estimated $274K.
Ollie's Bargain Outlet made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #710 holding.
Mount Yale Investment Advisors first reported a position in Ollie's Bargain Outlet in Q2 2022 and has held it in 12 quarters since.
Mount Yale Investment Advisors's Ollie's Bargain Outlet position peaked at $944K in Q4 2024.
479 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.