TPWA
OLLI icon

Twin Peaks Wealth Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Twin Peaks Wealth Advisors’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
-23
Closed -$2.12K – 1567
2026
Q1 		$2.12K Buy
+23
New +$2.48K ﹤0.01% 1696
2025
Q3 		– Sell
-44
Closed -$5.85K – 1485
2025
Q2 		$5.85K Buy
+44
New +$5.04K ﹤0.01% 1228

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

Twin Peaks Wealth Advisors's OLLI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q2 2026, closing a stake of 23 shares — an estimated $2.12K sold.

Twin Peaks Wealth Advisors first reported a position in OLLI in Q2 2025 and held it in 2 quarters. The position peaked at $5.85K in Q2 2025. 453 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Ollie's Bargain Outlet position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 23 Ollie's Bargain Outlet shares in Q2 2026, an estimated $2.12K.
  • Twin Peaks Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Ollie's Bargain Outlet position peaked at $5.85K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.