Blue Trust Inc’s Olo Inc OLO Stock Holding History

Blue Trust Inc’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	-105	Closed	-$935	–	2650
2025 Q2	$935	Hold	105	–	–	﹤0.01%	2259
2025 Q1	$634	Buy	+105	New	+$733	﹤0.01%	2332
2024 Q4	–	Sell	-107	Closed	-$473	–	2813
2024 Q3	$473	Buy	+107	New	+$529	﹤0.01%	2800
2024 Q1	–	Sell	-48	Closed	–	–	2559
2023 Q4	$0	Buy	+48	New	+$264	﹤0.01%	2643

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

Blue Trust Inc's OLO Position: Q3 2025 in Review

Blue Trust Inc sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 105 shares — an estimated $935 sold.

Blue Trust Inc first reported a position in OLO in Q4 2023 and held it in 4 quarters. The position peaked at $935 in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Blue Trust Inc reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Blue Trust Inc sold 105 Olo Inc shares in Q3 2025, an estimated $935.
Blue Trust Inc first reported a position in Olo Inc in Q4 2023 and held it in 4 quarters.
Blue Trust Inc's Olo Inc position peaked at $935 in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.