OF
OLLI icon

Optimize Financial’s Ollie's Bargain Outlet OLLI Stock Holding History

Optimize Financial’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
-4,539
Closed -$498K – 414
2025
Q4 		$498K Buy
4,539
+64
+1% +$7.72K 0.25% 126
2025
Q3 		$575K Buy
+4,475
New +$594K 0.3% 86

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

Optimize Financial's OLLI Position: Q1 2026 in Review

Optimize Financial sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 4,539 shares — an estimated $498K sold.

Optimize Financial first reported a position in OLLI in Q3 2025 and held it in 2 quarters. The position peaked at $575K in Q3 2025. 480 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Optimize Financial reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 4,539 Ollie's Bargain Outlet shares in Q1 2026, an estimated $498K.
  • Optimize Financial first reported a position in Ollie's Bargain Outlet in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Ollie's Bargain Outlet position peaked at $575K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.