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Wealthspire Advisors (New York)’s Ollie's Bargain Outlet OLLI Stock Holding History

Wealthspire Advisors (New York)’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
-414
Closed -$53.2K – 2288
2025
Q3 		$53.2K Buy
+414
New +$55K ﹤0.01% 1228

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s OLLI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ollie's Bargain Outlet (OLLI) in Q4 2025, closing a stake of 414 shares — an estimated $53.2K sold.

Wealthspire Advisors (New York) first reported a position in OLLI in Q3 2025 and held it in 1 quarter. The position peaked at $53.2K in Q3 2025. 474 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ollie's Bargain Outlet position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 414 Ollie's Bargain Outlet shares in Q4 2025, an estimated $53.2K.
  • Wealthspire Advisors (New York) first reported a position in Ollie's Bargain Outlet in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ollie's Bargain Outlet position peaked at $53.2K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.