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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 $2.3T AUM 54.33% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Wedmont Private Capital's OLLI Position: Q1 2026 in Review

Wedmont Private Capital sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 2,159 shares — an estimated $244K sold.

Wedmont Private Capital first reported a position in OLLI in Q4 2024 and held it in 5 quarters. The position peaked at $330K in Q3 2025. 480 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Wedmont Private Capital reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 2,159 Ollie's Bargain Outlet shares in Q1 2026, an estimated $244K.
  • Wedmont Private Capital first reported a position in Ollie's Bargain Outlet in Q4 2024 and held it in 5 quarters.
  • Wedmont Private Capital's Ollie's Bargain Outlet position peaked at $330K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Wedmont Private Capital's 13F filing for Q1 2026, filed 9 Apr 2026.