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

Valeo 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
2025
Q4 		– Sell
-1,100
Closed -$141K – 880
2025
Q3 		$141K Buy
+1,100
New +$146K ﹤0.01% 780

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's OLLI Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q4 2025, closing a stake of 636 shares — an estimated $81.7K sold.

Valeo Financial Advisors first reported a position in OLLI in Q2 2019 and held it in 6 quarters. The position peaked at $81.7K in Q3 2025. 474 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Ollie's Bargain Outlet position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 636 Ollie's Bargain Outlet shares in Q4 2025, an estimated $81.7K.
  • Valeo Financial Advisors first reported a position in Ollie's Bargain Outlet in Q2 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Ollie's Bargain Outlet position peaked at $81.7K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.