United Capital Financial Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

United Capital Financial 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 Q1	–	Sell	-8,935	Closed	-$979K	–	1661
2025 Q4	$979K	Buy	8,935 +694	+8%	+$83.7K	0.01%	739
2025 Q3	$1.06M	Buy	+8,241	New	+$1.09M	0.01%	622
2020 Q1	–	Sell	-14,051	Closed	-$918K	–	1318
2019 Q4	$918K	Buy	14,051 +1,141	+9%	+$72.3K	0.01%	810
2019 Q3	$757K	Buy	12,910 +3,414	+36%	+$256K	0.01%	829
2019 Q2	$827K	Buy	+9,496	New	+$896K	0.01%	873

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

United Capital Financial Advisors's OLLI Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 8,935 shares — an estimated $979K sold.

United Capital Financial Advisors first reported a position in OLLI in Q2 2019 and held it in 5 quarters. The position peaked at $1.06M in Q3 2025. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

United Capital Financial Advisors reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
United Capital Financial Advisors sold 8,935 Ollie's Bargain Outlet shares in Q1 2026, an estimated $979K.
United Capital Financial Advisors first reported a position in Ollie's Bargain Outlet in Q2 2019 and held it in 5 quarters.
United Capital Financial Advisors's Ollie's Bargain Outlet position peaked at $1.06M in Q3 2025.
476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.