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TD Private Client Wealth’s Ollie's Bargain Outlet OLLI Stock Holding History

TD Private Client Wealth’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
Q1 		$792K Sell
8,604
-649
-7% -$70.1K 0.02% 408
2025
Q4 		$1.01M Sell
9,253
-2,115
-19% -$255K 0.02% 360
2025
Q3 		$1.46M Sell
11,368
-998
-8% -$132K 0.03% 296
2025
Q2 		$1.63M Sell
12,366
-601
-5% -$68.8K 0.04% 274
2025
Q1 		$1.51M Sell
12,967
-782
-6% -$82.7K 0.04% 274
2024
Q4 		$1.51M Buy
13,749
+13,707
+32,636% +$1.36M 0.04% 275
2024
Q3 		$4.08K Hold
42
– – ﹤0.01% 1122
2024
Q2 		$4.12K Buy
42
+22
+110% +$1.75K ﹤0.01% 1097
2024
Q1 		$1.59K Sell
20
-1
-5% -$76 ﹤0.01% 1146
2023
Q4 		$1.59K Hold
21
– – ﹤0.01% 1166
2023
Q3 		$1.62K Buy
+21
New +$1.53K ﹤0.01% 1162
2022
Q1 		– Sell
-12
Closed -$614 – 1312
2021
Q4 		$614 Sell
12
-1,034
-99% -$63K ﹤0.01% 1115
2021
Q3 		$63.1K Hold
1,046
– – ﹤0.01% 707
2021
Q2 		$88K Hold
1,046
– – ﹤0.01% 633
2021
Q1 		$91K Buy
+1,046
New +$95.2K ﹤0.01% 611
2020
Q4 		– Sell
-1,198
Closed -$105K – 1158
2020
Q3 		$105K Buy
1,198
+1,176
+5,345% +$115K 0.01% 526
2020
Q2 		$2.15K Buy
+22
New +$1.69K ﹤0.01% 907

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

TD Private Client Wealth's OLLI Position: Q1 2026 in Review

TD Private Client Wealth reduced its Ollie's Bargain Outlet (OLLI) stake by 7% in Q1 2026, selling an estimated $70.1K and leaving 8,604 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #408.

TD Private Client Wealth first reported a position in OLLI in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.63M in Q2 2025. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • TD Private Client Wealth held 8,604 shares of Ollie's Bargain Outlet worth $792K as of Q1 2026.
  • TD Private Client Wealth sold 649 Ollie's Bargain Outlet shares in Q1 2026, an estimated $70.1K.
  • Ollie's Bargain Outlet made up 0.02% of TD Private Client Wealth's portfolio in Q1 2026, its #408 holding.
  • TD Private Client Wealth first reported a position in Ollie's Bargain Outlet in Q2 2020 and has held it in 17 quarters since.
  • TD Private Client Wealth's Ollie's Bargain Outlet position peaked at $1.63M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.