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Principia Wealth Advisory’s Ollie's Bargain Outlet OLLI Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$219 Hold
2
– – ﹤0.01% 920
2025
Q3 		$257 Hold
2
– – ﹤0.01% 876
2025
Q2 		$264 Sell
2
-8
-80% -$916 ﹤0.01% 865
2025
Q1 		$1.1K Buy
10
+8
+400% +$846 ﹤0.01% 372
2024
Q4 		$219 Buy
+2
New +$199 ﹤0.01% 722

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's OLLI Position: Q4 2025 in Review

Principia Wealth Advisory held its Ollie's Bargain Outlet (OLLI) position steady in Q4 2025 at 2 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Principia Wealth Advisory first reported a position in OLLI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.1K in Q1 2025. 474 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • Principia Wealth Advisory held 2 shares of Ollie's Bargain Outlet worth $219 as of Q4 2025.
  • Principia Wealth Advisory left its Ollie's Bargain Outlet share count unchanged in Q4 2025.
  • Ollie's Bargain Outlet made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #920 holding.
  • Principia Wealth Advisory first reported a position in Ollie's Bargain Outlet in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Ollie's Bargain Outlet position peaked at $1.1K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.