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YHB Investment Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

YHB Investment Advisors’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
-1,831
Closed -$235K – 305
2025
Q3 		$235K Hold
1,831
– – 0.02% 281
2025
Q2 		$241K Hold
1,831
– – 0.02% 279
2025
Q1 		$213K Hold
1,831
– – 0.02% 282
2024
Q4 		$201K Buy
+1,831
New +$182K 0.02% 277

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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

YHB Investment Advisors's OLLI Position: Q4 2025 in Review

YHB Investment Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q4 2025, closing a stake of 1,831 shares — an estimated $235K sold.

YHB Investment Advisors first reported a position in OLLI in Q4 2024 and held it in 4 quarters. The position peaked at $241K in Q2 2025. 474 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • YHB Investment Advisors reported no remaining Ollie's Bargain Outlet position as of Q4 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 1,831 Ollie's Bargain Outlet shares in Q4 2025, an estimated $235K.
  • YHB Investment Advisors first reported a position in Ollie's Bargain Outlet in Q4 2024 and held it in 4 quarters.
  • YHB Investment Advisors's Ollie's Bargain Outlet position peaked at $241K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on YHB Investment Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.