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

Spire 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
2025
Q4 		– Sell
-92
Closed -$11.8K – 2434
2025
Q3 		$11.8K Hold
92
– – ﹤0.01% 1688
2025
Q2 		$12.1K Hold
92
– – ﹤0.01% 1656
2025
Q1 		$10.7K Buy
92
+31
+51% +$3.28K ﹤0.01% 1817
2024
Q4 		$6.69K Buy
+61
New +$6.07K ﹤0.01% 1968
2023
Q3 		– Sell
-635
Closed -$36.8K – 2438
2023
Q2 		$36.8K Sell
635
-15
-2% -$924 ﹤0.01% 1337
2023
Q1 		$37.7K Hold
650
– – ﹤0.01% 1325
2022
Q4 		$30K Sell
650
-28
-4% -$1.51K ﹤0.01% 1201
2022
Q3 		$35K Sell
678
-862
-56% -$53.3K ﹤0.01% 1087
2022
Q2 		$90K Buy
1,540
+85
+6% +$4.3K ﹤0.01% 1073
2022
Q1 		$63K Sell
1,455
-190
-12% -$8.48K ﹤0.01% 1355
2021
Q4 		$84K Sell
1,645
-80
-5% -$4.87K ﹤0.01% 1484
2021
Q3 		$104K Hold
1,725
– – ﹤0.01% 1180
2021
Q2 		$145K Sell
1,725
-2
-0.1% -$174 ﹤0.01% 1060
2021
Q1 		$150K Buy
+1,727
New +$157K ﹤0.01% 1194

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

Spire Wealth Management's OLLI Position: Q4 2025 in Review

Spire Wealth Management sold out of Ollie's Bargain Outlet (OLLI) in Q4 2025, closing a stake of 92 shares — an estimated $11.8K sold.

Spire Wealth Management first reported a position in OLLI in Q1 2021 and held it in 14 quarters. The position peaked at $150K in Q1 2021. 474 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • Spire Wealth Management reported no remaining Ollie's Bargain Outlet position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 92 Ollie's Bargain Outlet shares in Q4 2025, an estimated $11.8K.
  • Spire Wealth Management first reported a position in Ollie's Bargain Outlet in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's Ollie's Bargain Outlet position peaked at $150K in Q1 2021.
  • 474 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.