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VisionPoint Advisory Group’s Ollie's Bargain Outlet OLLI Stock Holding History

VisionPoint Advisory Group’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
-1,632
Closed -$210K – 421
2025
Q3 		$210K Buy
+1,632
New +$217K 0.04% 377
2024
Q2 		– Sell
-147
Closed -$11.7K – 867
2024
Q1 		$11.7K Buy
147
+57
+63% +$4.31K ﹤0.01% 450
2023
Q4 		$6.83K Buy
+90
New +$6.78K ﹤0.01% 455

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VisionPoint Advisory Group's OLLI Position: Q4 2025 in Review

VisionPoint Advisory Group sold out of Ollie's Bargain Outlet (OLLI) in Q4 2025, closing a stake of 1,632 shares — an estimated $210K sold.

VisionPoint Advisory Group first reported a position in OLLI in Q4 2023 and held it in 3 quarters. The position peaked at $210K in Q3 2025. 474 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • VisionPoint Advisory Group reported no remaining Ollie's Bargain Outlet position as of Q4 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,632 Ollie's Bargain Outlet shares in Q4 2025, an estimated $210K.
  • VisionPoint Advisory Group first reported a position in Ollie's Bargain Outlet in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Ollie's Bargain Outlet position peaked at $210K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on VisionPoint Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.