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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
2026
Q2 		– Sell
-2
Closed -$184 – 1086
2026
Q1 		$184 Hold
2
– – ﹤0.01% 968
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
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

Principia Wealth Advisory's OLLI Position: Q2 2026 in Review

Principia Wealth Advisory sold out of Ollie's Bargain Outlet (OLLI) in Q2 2026, closing a stake of 2 shares — an estimated $184 sold.

Principia Wealth Advisory first reported a position in OLLI in Q4 2024 and held it in 6 quarters. The position peaked at $1.1K in Q1 2025. 455 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Principia Wealth Advisory reported no remaining Ollie's Bargain Outlet position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 2 Ollie's Bargain Outlet shares in Q2 2026, an estimated $184.
  • Principia Wealth Advisory first reported a position in Ollie's Bargain Outlet in Q4 2024 and held it in 6 quarters.
  • Principia Wealth Advisory's Ollie's Bargain Outlet position peaked at $1.1K in Q1 2025.
  • 455 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.