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Sheets Smith Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Sheets Smith Wealth Management’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 		$592K Buy
7,699
+2,347
+44% +$196K 0.06% 279
2026
Q1 		$493K Hold
5,352
– – 0.06% 289
2025
Q4 		$587K Hold
5,352
– – 0.06% 256
2025
Q3 		$687K Sell
5,352
-461
-8% -$61.2K 0.08% 240
2025
Q2 		$766K Sell
5,813
-1,335
-19% -$153K 0.09% 211
2025
Q1 		$832K Buy
7,148
+212
+3% +$22.4K 0.1% 180
2024
Q4 		$761K Buy
6,936
+217
+3% +$21.6K 0.09% 190
2024
Q3 		$653K Sell
6,719
-47
-0.7% -$4.53K 0.08% 210
2024
Q2 		$664K Hold
6,766
– – 0.08% 200
2024
Q1 		$538K Hold
6,766
– – 0.06% 234
2023
Q4 		$513K Buy
6,766
+305
+5% +$23K 0.07% 210
2023
Q3 		$499K Buy
6,461
+158
+3% +$11.5K 0.08% 201
2023
Q2 		$365K Hold
6,303
– – 0.05% 255
2023
Q1 		$365K Hold
6,303
– – 0.06% 241
2022
Q4 		$295K Hold
6,303
– – 0.05% 254
2022
Q3 		$325K Hold
6,303
– – 0.05% 234
2022
Q2 		$370K Hold
6,303
– – 0.06% 220
2022
Q1 		$271K Hold
6,303
– – 0.04% 290
2021
Q4 		$323K Buy
+6,303
New +$384K 0.04% 300
2019
Q3 		– Sell
-5,441
Closed -$474K – 314
2019
Q2 		$474K Buy
+5,441
New +$513K 0.1% 215
2018
Q4 		– Sell
-9,821
Closed -$944K – 309
2018
Q3 		$944K Buy
9,821
+1,320
+16% +$105K 0.2% 131
2018
Q2 		$616K Buy
8,501
+11
+0.1% +$743 0.14% 166
2018
Q1 		$512K Sell
8,490
-247
-3% -$14.1K 0.12% 181
2017
Q4 		$465K Buy
8,737
+232
+3% +$10.9K 0.11% 200
2017
Q3 		$395K Sell
8,505
-81
-0.9% -$3.58K 0.1% 209
2017
Q2 		$366K Sell
8,586
-345
-4% -$13.5K 0.1% 204
2017
Q1 		$299K Sell
8,931
-61
-0.7% -$1.92K 0.08% 232
2016
Q4 		$256K Buy
+8,992
New +$259K 0.07% 246

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 $3.37T 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

Sheets Smith Wealth Management's OLLI Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Ollie's Bargain Outlet (OLLI) stake by 44% in Q2 2026, buying an estimated $196K and bringing the position to 7,699 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #279.

Sheets Smith Wealth Management first reported a position in OLLI in Q4 2016 and has held it in 28 quarters since. The position peaked at $944K in Q3 2018. 455 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Sheets Smith Wealth Management held 7,699 shares of Ollie's Bargain Outlet worth $592K as of Q2 2026.
  • Sheets Smith Wealth Management bought 2,347 Ollie's Bargain Outlet shares in Q2 2026, an estimated $196K.
  • Ollie's Bargain Outlet made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Sheets Smith Wealth Management first reported a position in Ollie's Bargain Outlet in Q4 2016 and has held it in 28 quarters since.
  • Sheets Smith Wealth Management's Ollie's Bargain Outlet position peaked at $944K in Q3 2018.
  • 455 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.