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

Thrive 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
Q1 		– Sell
-2,426
Closed -$266K – 253
2025
Q4 		$266K Sell
2,426
-12
-0.5% -$1.45K 0.04% 196
2025
Q3 		$313K Sell
2,438
-53
-2% -$7.04K 0.05% 179
2025
Q2 		$328K Buy
2,491
+324
+15% +$37.1K 0.05% 166
2025
Q1 		$252K Buy
2,167
+167
+8% +$17.7K 0.05% 185
2024
Q4 		$219K Buy
+2,000
New +$199K 0.04% 185

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

Thrive Wealth Management's OLLI Position: Q1 2026 in Review

Thrive Wealth Management sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 2,426 shares — an estimated $266K sold.

Thrive Wealth Management first reported a position in OLLI in Q4 2024 and held it in 5 quarters. The position peaked at $328K in Q2 2025. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Thrive Wealth Management reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 2,426 Ollie's Bargain Outlet shares in Q1 2026, an estimated $266K.
  • Thrive Wealth Management first reported a position in Ollie's Bargain Outlet in Q4 2024 and held it in 5 quarters.
  • Thrive Wealth Management's Ollie's Bargain Outlet position peaked at $328K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Thrive Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.