Continuum Advisory’s Olo Inc OLO Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-381	Closed	-$2.3K	–	1200
2025 Q1	$2.3K	Hold	381	–	–	﹤0.01%	1308
2024 Q4	$2.93K	Buy	+381	New	+$2.38K	﹤0.01%	1300

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Continuum Advisory's OLO Position: Q2 2025 in Review

Continuum Advisory sold out of Olo Inc (OLO) in Q2 2025, closing a stake of 381 shares — an estimated $2.3K sold.

Continuum Advisory first reported a position in OLO in Q4 2024 and held it in 2 quarters. The position peaked at $2.93K in Q4 2024. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

Continuum Advisory reported no remaining Olo Inc position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 381 Olo Inc shares in Q2 2025, an estimated $2.3K.
Continuum Advisory first reported a position in Olo Inc in Q4 2024 and held it in 2 quarters.
Continuum Advisory's Olo Inc position peaked at $2.93K in Q4 2024.
208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.