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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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. 68 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.
68 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.