What did Robert Olstein actually do?

A source-backed history of material decisions from Olstein Capital Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 55
Stocks observed: 22
Outcomes observed: 55

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Jul 7, 2026
7d lag
DISEXITEXIT
Robert Olstein · 2.2% of reported portfolio
Original SEC filing ↗
+2.2% vs SPY
62 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 7, 2026
7d lag
UNHEXITEXIT
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
-15.6% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
MSFTEXITEXIT
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
+31.8% vs SPY
62 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 7, 2026
7d lag
ADBEEXITEXIT
Robert Olstein · 1.3% of reported portfolio
Original SEC filing ↗
+4.1% vs SPY
62 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 7, 2026
7d lag
JNJEXITEXIT
Robert Olstein · 1.3% of reported portfolio
Original SEC filing ↗
-5.8% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
SPGIEXITEXIT
Robert Olstein · 1.3% of reported portfolio
Original SEC filing ↗
-13.6% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
BRK/BEXITEXIT
Robert Olstein · 1.2% of reported portfolio
Original SEC filing ↗
-1.9% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
WFCEXITEXIT
Robert Olstein · 1.1% of reported portfolio
Original SEC filing ↗
-8.9% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
METAEXITEXIT
Robert Olstein · 1.0% of reported portfolio
Original SEC filing ↗
+17.3% vs SPY
62 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 7, 2026
7d lag
TXNEXITEXIT
Robert Olstein · 0.9% of reported portfolio
Original SEC filing ↗
-5.5% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
PEPEXITEXIT
Robert Olstein · 0.9% of reported portfolio
Original SEC filing ↗
-14.2% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
UBEREXITEXIT
Robert Olstein · 0.8% of reported portfolio
Original SEC filing ↗
-11.0% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
AMZNEXITEXIT
Robert Olstein · 0.8% of reported portfolio
Original SEC filing ↗
-0.3% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
CVSEXITEXIT
Robert Olstein · 0.8% of reported portfolio
Original SEC filing ↗
-20.2% vs SPY
62 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
VEXITEXIT
Robert Olstein · 0.8% of reported portfolio
Original SEC filing ↗
+0.5% vs SPY
62 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 7, 2026
7d lag
TMOEXITEXIT
Robert Olstein · 0.7% of reported portfolio
Original SEC filing ↗
+24.9% vs SPY
62 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 7, 2026
7d lag
AAPLEXITEXIT
Robert Olstein · 0.7% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
62 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 21, 2026
21d lag
EFXADD+105.6%
Robert Olstein · 1.5% of reported portfolio
Original SEC filing ↗
-9.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 21, 2026
21d lag
UNHADD+53.3%
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
+17.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed Apr 21, 2026
21d lag
MSFTADD+67.0%
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
-15.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 21, 2026
21d lag
ADBEADD+56.3%
Robert Olstein · 1.3% of reported portfolio
Original SEC filing ↗
-20.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 21, 2026
21d lag
METAADD+38.6%
Robert Olstein · 1.0% of reported portfolio
Original SEC filing ↗
-12.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 21, 2026
21d lag
AMZNADD+44.0%
Robert Olstein · 0.8% of reported portfolio
Original SEC filing ↗
-9.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 21, 2026
21d lag
VADD+95.8%
Robert Olstein · 0.8% of reported portfolio
Original SEC filing ↗
+8.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 3, 2026
34d lag
JNJTRIM-40.2%
Robert Olstein · 1.7% of reported portfolio
Original SEC filing ↗
-9.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 3, 2026
34d lag
FISVEXITEXIT
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
-9.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 3, 2026
34d lag
CMCSAEXITEXIT
Robert Olstein · 1.0% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 3, 2026
34d lag
GOOGTRIM-48.3%
Robert Olstein · 0.7% of reported portfolio
Original SEC filing ↗
+9.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 21, 2025
21d lag
JNJTRIM-20.5%
Robert Olstein · 1.7% of reported portfolio
Original SEC filing ↗
+10.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 21, 2025
21d lag
UNHTRIM-34.0%
Robert Olstein · 1.5% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Oct 21, 2025
21d lag
BRK/BADD+44.7%
Robert Olstein · 1.0% of reported portfolio
Original SEC filing ↗
-5.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 21, 2025
21d lag
ADBEADD+52.5%
Robert Olstein · 1.0% of reported portfolio
Original SEC filing ↗
-18.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 21, 2025
21d lag
AAPLTRIM-38.5%
Robert Olstein · 1.0% of reported portfolio
Original SEC filing ↗
-7.3% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Oct 21, 2025
21d lag
GOOGTRIM-47.3%
Robert Olstein · 0.9% of reported portfolio
Original SEC filing ↗
+27.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 21, 2025
21d lag
SPGIADD+44.4%
Robert Olstein · 0.7% of reported portfolio
Original SEC filing ↗
+9.3% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Oct 21, 2025
21d lag
AMZNNEWNEW
Robert Olstein · 0.5% of reported portfolio
Original SEC filing ↗
+4.0% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Jul 22, 2025
22d lag
UNHADD+78.6%
Robert Olstein · 1.5% of reported portfolio
Original SEC filing ↗
+19.3% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Jul 22, 2025
22d lag
CVSTRIM-30.0%
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
+27.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Jul 22, 2025
22d lag
PEPADD+33.3%
Robert Olstein · 0.7% of reported portfolio
Original SEC filing ↗
+0.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed Apr 14, 2025
14d lag
CMCSAADD+50.5%
Robert Olstein · 1.1% of reported portfolio
Original SEC filing ↗
-15.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed Apr 14, 2025
14d lag
BRK/BTRIM-33.2%
Robert Olstein · 1.0% of reported portfolio
Original SEC filing ↗
-27.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed Apr 14, 2025
14d lag
AAPLADD+100.0%
Robert Olstein · 0.9% of reported portfolio
Original SEC filing ↗
-12.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed Apr 14, 2025
14d lag
VTRIM-33.3%
Robert Olstein · 0.6% of reported portfolio
Original SEC filing ↗
-12.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed Apr 14, 2025
14d lag
PEPNEWNEW
Robert Olstein · 0.6% of reported portfolio
Original SEC filing ↗
-20.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Jan 21, 2025
21d lag
CVSTRIM-25.4%
Robert Olstein · 1.8% of reported portfolio
Original SEC filing ↗
+39.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Jan 21, 2025
21d lag
UNHADD+26.7%
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
-4.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Jan 21, 2025
21d lag
WFCTRIM-28.2%
Robert Olstein · 1.2% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 21, 2025
21d lag
GOOGTRIM-24.3%
Robert Olstein · 1.1% of reported portfolio
Original SEC filing ↗
-10.2% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Oct 31, 2024
31d lag
DISADD+31.9%
Robert Olstein · 2.6% of reported portfolio
Original SEC filing ↗
+13.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Oct 31, 2024
31d lag
UNHTRIM-27.3%
Robert Olstein · 1.5% of reported portfolio
Original SEC filing ↗
-9.3% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Oct 31, 2024
31d lag
GOOGADD+23.3%
Robert Olstein · 1.1% of reported portfolio
Original SEC filing ↗
+14.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Oct 31, 2024
31d lag
CMCSAADD+23.3%
Robert Olstein · 0.8% of reported portfolio
Original SEC filing ↗
-28.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Oct 31, 2024
31d lag
MSFTADD+35.7%
Robert Olstein · 0.7% of reported portfolio
Original SEC filing ↗
-5.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Oct 31, 2024
31d lag
AXPTRIM-66.7%
Robert Olstein · 0.6% of reported portfolio
Original SEC filing ↗
+10.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Oct 31, 2024
31d lag
FISVADD+30.8%
Robert Olstein · 0.5% of reported portfolio
Original SEC filing ↗
+0.3% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.