Corient Private Wealth’s Olo Inc OLO Stock Holding History

Corient Private Wealth’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	-10,324	Closed	-$91.9K	–	2643
2025 Q2	$91.9K	Buy	+10,324	New	+$80.1K	﹤0.01%	2340
2025 Q1	–	Sell	-10,349	Closed	-$1.3K	–	2399
2024 Q4	$1.3K	Sell	10,349 -11,044	-52%	-$69K	﹤0.01%	2339
2024 Q3	$106K	Buy	21,393 +11,044	+107%	+$54.6K	﹤0.01%	2320
2024 Q2	$45.7K	Hold	10,349	–	–	﹤0.01%	2266
2024 Q1	$56.8K	Hold	10,349	–	–	﹤0.01%	2221
2023 Q4	$59.2K	Sell	10,349 -6,290	-38%	-$34.6K	﹤0.01%	2189
2023 Q3	$101K	Hold	16,639	–	–	﹤0.01%	2022
2023 Q2	$107K	Sell	16,639 -180	-1%	-$1.29K	﹤0.01%	1967
2023 Q1	$137K	Buy	16,819 +6,244	+59%	+$48K	﹤0.01%	1846
2022 Q4	$66.1K	Buy	+10,575	New	+$79.8K	﹤0.01%	1606

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 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

Corient Private Wealth's OLO Position: Q3 2025 in Review

Corient Private Wealth sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 10,324 shares — an estimated $91.9K sold.

Corient Private Wealth first reported a position in OLO in Q4 2022 and held it in 10 quarters. The position peaked at $137K in Q1 2023. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Corient Private Wealth reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Corient Private Wealth sold 10,324 Olo Inc shares in Q3 2025, an estimated $91.9K.
Corient Private Wealth first reported a position in Olo Inc in Q4 2022 and held it in 10 quarters.
Corient Private Wealth's Olo Inc position peaked at $137K in Q1 2023.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.