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

SHP 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 		$231 Buy
+3
New +$250 ﹤0.01% 1866

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

SHP Wealth Management's OLLI Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Ollie's Bargain Outlet (OLLI) in Q2 2026: 3 shares worth $231. The stake represents ﹤0.01% of the portfolio and ranks #1866 among its holdings.

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

  • SHP Wealth Management held 3 shares of Ollie's Bargain Outlet worth $231 as of Q2 2026.
  • Ollie's Bargain Outlet was a new SHP Wealth Management position in Q2 2026.
  • Ollie's Bargain Outlet made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1866 holding.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.