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Wedmont Private Capital’s Ollie's Bargain Outlet OLLI Stock Holding History

Wedmont Private Capital’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
Q1 		– Sell
-2,159
Closed -$244K – 870
2025
Q4 		$244K Sell
2,159
-526
-20% -$63.4K 0.01% 708
2025
Q3 		$330K Buy
2,685
+467
+21% +$62K 0.01% 596
2025
Q2 		$283K Buy
2,218
+134
+6% +$15.3K 0.01% 592
2025
Q1 		$238K Buy
2,084
+89
+4% +$9.41K 0.01% 586
2024
Q4 		$212K Buy
+1,995
New +$199K 0.01% 650

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return