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Planning Strategies’s Ollie's Bargain Outlet OLLI Stock Holding History

Planning Strategies’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 		$77 Buy
+1
New +$83 ﹤0.01% 1047

Other funds holding OLLI

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Planning Strategies's OLLI Position: Q2 2026 in Review

Planning Strategies opened a new position in Ollie's Bargain Outlet (OLLI) in Q2 2026: 1 share worth $77. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

428 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Planning Strategies held 1 share of Ollie's Bargain Outlet worth $77 as of Q2 2026.
  • Ollie's Bargain Outlet was a new Planning Strategies position in Q2 2026.
  • Ollie's Bargain Outlet made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1047 holding.
  • 428 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.