Ameriprise’s Olo Inc OLO Stock Holding History

Ameriprise’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-540,347	Closed	-$4.81M	–	4150
2025 Q2	$4.81M	Sell	540,347 -112,766	-17%	-$874K	﹤0.01%	2394
2025 Q1	$3.94M	Sell	653,113 -19,728	-3%	-$138K	﹤0.01%	2486
2024 Q4	$5.17M	Buy	672,841 +13,387	+2%	+$83.6K	﹤0.01%	2330
2024 Q3	$3.27M	Buy	659,454 +119,504	+22%	+$591K	﹤0.01%	2645
2024 Q2	$2.39M	Buy	+539,950	New	+$2.56M	﹤0.01%	2790
2022 Q3	–	Sell	-137,999	Closed	-$1.36M	–	4009
2022 Q2	$1.36M	Buy	137,999 +11,080	+9%	+$121K	﹤0.01%	2985
2022 Q1	$1.68M	Sell	126,919 -1,419,623	-92%	-$22M	﹤0.01%	2983
2021 Q4	$32.2M	Buy	1,546,542 +4,539	+0.3%	+$118K	0.01%	1067
2021 Q3	$46.3M	Buy	1,542,003 +207,687	+16%	+$7.42M	0.01%	800
2021 Q2	$49.9M	Buy	1,334,316 +1,243	+0.1%	+$39.5K	0.02%	802
2021 Q1	$35.2M	Buy	+1,333,073	New	+$40.1M	0.01%	951

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ameriprise's OLO Position: Q3 2025 in Review

Ameriprise sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 540,347 shares — an estimated $4.81M sold.

Ameriprise first reported a position in OLO in Q1 2021 and held it in 11 quarters. The position peaked at $49.9M in Q2 2021. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Ameriprise reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Ameriprise sold 540,347 Olo Inc shares in Q3 2025, an estimated $4.81M.
Ameriprise first reported a position in Olo Inc in Q1 2021 and held it in 11 quarters.
Ameriprise's Olo Inc position peaked at $49.9M in Q2 2021.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Ameriprise's 13F filing for Q3 2025, filed 14 Nov 2025.