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True Wealth Design’s Ollie's Bargain Outlet OLLI Stock Holding History

True Wealth Design’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 		– Sell
-267
Closed -$24.6K – 2823
2026
Q1 		$24.6K Buy
267
+234
+709% +$25.3K 0.01% 632
2025
Q4 		$3.62K Buy
33
+29
+725% +$3.5K ﹤0.01% 1224
2025
Q3 		$514 Hold
4
– – ﹤0.01% 1999
2025
Q2 		$528 Buy
4
+1
+33% +$114 ﹤0.01% 1719
2025
Q1 		$350 Buy
+3
New +$317 ﹤0.01% 1713

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

True Wealth Design's OLLI Position: Q2 2026 in Review

True Wealth Design sold out of Ollie's Bargain Outlet (OLLI) in Q2 2026, closing a stake of 267 shares — an estimated $24.6K sold.

True Wealth Design first reported a position in OLLI in Q1 2025 and held it in 5 quarters. The position peaked at $24.6K in Q1 2026. 454 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • True Wealth Design reported no remaining Ollie's Bargain Outlet position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 267 Ollie's Bargain Outlet shares in Q2 2026, an estimated $24.6K.
  • True Wealth Design first reported a position in Ollie's Bargain Outlet in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Ollie's Bargain Outlet position peaked at $24.6K in Q1 2026.
  • 454 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.