Western Wealth Management
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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
Q3 		– Sell
-3,917
Closed -$301K – 1008
2026
Q2 		$301K Sell
3,917
-284
-7% -$23.7K 0.01% 832
2026
Q1 		$387K Buy
+4,201
New +$454K 0.01% 710
2025
Q1 		– Sell
-4,024
Closed -$442K – 745
2024
Q4 		$442K Buy
4,024
+64
+2% +$6.37K 0.02% 498
2024
Q3 		$385K Buy
+3,960
New +$382K 0.02% 519

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Western Wealth Management's OLLI Position: Q3 2026 in Review

Western Wealth Management sold out of Ollie's Bargain Outlet (OLLI) in Q3 2026, closing a stake of 3,917 shares — an estimated $301K sold.

Western Wealth Management first reported a position in OLLI in Q3 2024 and held it in 4 quarters. The position peaked at $442K in Q4 2024. 234 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

  • Western Wealth Management reported no remaining Ollie's Bargain Outlet position as of Q3 2026 after selling out during the quarter.
  • Western Wealth Management sold 3,917 Ollie's Bargain Outlet shares in Q3 2026, an estimated $301K.
  • Western Wealth Management first reported a position in Ollie's Bargain Outlet in Q3 2024 and held it in 4 quarters.
  • Western Wealth Management's Ollie's Bargain Outlet position peaked at $442K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.