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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
Q2 		$459K Buy
5,970
+340
+6% +$28.4K 0.01% 811
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's OLLI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Ollie's Bargain Outlet (OLLI) stake by 6% in Q2 2026, buying an estimated $28.4K and bringing the position to 5,970 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #811.

Mount Yale Investment Advisors first reported a position in OLLI in Q2 2022 and has held it in 13 quarters since. The position peaked at $944K in Q4 2024. 455 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Mount Yale Investment Advisors held 5,970 shares of Ollie's Bargain Outlet worth $459K as of Q2 2026.
  • Mount Yale Investment Advisors bought 340 Ollie's Bargain Outlet shares in Q2 2026, an estimated $28.4K.
  • Ollie's Bargain Outlet made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #811 holding.
  • Mount Yale Investment Advisors first reported a position in Ollie's Bargain Outlet in Q2 2022 and has held it in 13 quarters since.
  • Mount Yale Investment Advisors's Ollie's Bargain Outlet position peaked at $944K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.