Bosman Wealth Management’s Olo Inc OLO Stock Holding History

Bosman Wealth Management’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	-28,748	Closed	-$256K	–	45
2025 Q2	$256K	Buy	+28,748	New	+$223K	0.23%	36

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

Bosman Wealth Management's OLO Position: Q3 2025 in Review

Bosman Wealth Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 28,748 shares — an estimated $256K sold.

Bosman Wealth Management first reported a position in OLO in Q2 2025 and held it in 1 quarter. The position peaked at $256K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Bosman Wealth Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Bosman Wealth Management sold 28,748 Olo Inc shares in Q3 2025, an estimated $256K.
Bosman Wealth Management first reported a position in Olo Inc in Q2 2025 and held it in 1 quarter.
Bosman Wealth Management's Olo Inc position peaked at $256K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Bosman Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.