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Western Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Western Wealth Management’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 		$387K Buy
+4,201
New +$454K 0.01% 709
2024
Q4 		– Sell
-3,960
Closed -$385K – 727
2024
Q3 		$385K Buy
+3,960
New +$382K 0.02% 519

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

Western Wealth Management's OLLI Position: Q1 2026 in Review

Western Wealth Management opened a new position in Ollie's Bargain Outlet (OLLI) in Q1 2026: 4,201 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in OLLI as recently as Q3 2024.

Western Wealth Management first reported a position in OLLI in Q3 2024 and has held it in 2 quarters since. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Western Wealth Management held 4,201 shares of Ollie's Bargain Outlet worth $387K as of Q1 2026.
  • Ollie's Bargain Outlet was a new Western Wealth Management position in Q1 2026.
  • Ollie's Bargain Outlet made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #709 holding.
  • Western Wealth Management first reported a position in Ollie's Bargain Outlet in Q3 2024 and has held it in 2 quarters since.
  • 476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.