Private Wealth Management Group’s Ollie's Bargain Outlet OLLI Stock Holding History

Private Wealth Management Group’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	$1.08K	Hold	14	–	–	﹤0.01%	1290
2026 Q1	$1.29K	Hold	14	–	–	﹤0.01%	1191
2025 Q4	$1.53K	Hold	14	–	–	﹤0.01%	1164
2025 Q3	$1.8K	Hold	14	–	–	﹤0.01%	1140
2025 Q2	$1.84K	Hold	14	–	–	﹤0.01%	1108
2025 Q1	$1.63K	Hold	14	–	–	﹤0.01%	1120
2024 Q4	$1.54K	Hold	14	–	–	﹤0.01%	1191
2024 Q3	$1.36K	Sell	14 -19	-58%	-$1.83K	﹤0.01%	1202
2024 Q2	$3.24K	Buy	33 +19	+136%	+$1.51K	﹤0.01%	883
2024 Q1	$1.11K	Hold	14	–	–	﹤0.01%	1221
2023 Q4	$1.06K	Buy	+14	New	+$1.05K	﹤0.01%	1244

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Private Wealth Management Group's OLLI Position: Q2 2026 in Review

Private Wealth Management Group held its Ollie's Bargain Outlet (OLLI) position steady in Q2 2026 at 14 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Private Wealth Management Group first reported a position in OLLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.24K in Q2 2024. 455 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

Private Wealth Management Group held 14 shares of Ollie's Bargain Outlet worth $1.08K as of Q2 2026.
Private Wealth Management Group left its Ollie's Bargain Outlet share count unchanged in Q2 2026.
Ollie's Bargain Outlet made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1290 holding.
Private Wealth Management Group first reported a position in Ollie's Bargain Outlet in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Ollie's Bargain Outlet position peaked at $3.24K in Q2 2024.
455 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.