Wealth Enhancement Advisory Services
OLLI icon

Wealth Enhancement Advisory Services’s Ollie's Bargain Outlet OLLI Stock Holding History

Wealth Enhancement Advisory Services’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 		$391K Sell
6,024
-12,159
-67% -$1.01M ﹤0.01% 2936
2026
Q1 		$1.73M Buy
18,183
+3,862
+27% +$417K ﹤0.01% 1479
2025
Q4 		$1.66M Buy
14,321
+6,942
+94% +$837K ﹤0.01% 1623
2025
Q3 		$906K Buy
7,379
+546
+8% +$72.5K ﹤0.01% 1928
2025
Q2 		$894K Buy
6,833
+181
+3% +$20.7K ﹤0.01% 1823
2025
Q1 		$774K Buy
6,652
+78
+1% +$8.25K ﹤0.01% 1757
2024
Q4 		$721K Buy
6,574
+2,608
+66% +$260K ﹤0.01% 1738
2024
Q3 		$385K Buy
3,966
+283
+8% +$27.3K ﹤0.01% 2008
2024
Q2 		$362K Buy
+3,683
New +$293K ﹤0.01% 1851

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

Wealth Enhancement Advisory Services's OLLI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Ollie's Bargain Outlet (OLLI) stake by 67% in Q2 2026, selling an estimated $1.01M and leaving 6,024 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Wealth Enhancement Advisory Services first reported a position in OLLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q1 2026. 454 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,024 shares of Ollie's Bargain Outlet worth $391K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 12,159 Ollie's Bargain Outlet shares in Q2 2026, an estimated $1.01M.
  • Ollie's Bargain Outlet made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2936 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ollie's Bargain Outlet in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Ollie's Bargain Outlet position peaked at $1.73M in Q1 2026.
  • 454 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.