Creative Planning’s Olo Inc OLO Stock Holding History

Creative Planning’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	-41,492	Closed	-$369K	–	3983
2025 Q2	$369K	Buy	41,492 +8,640	+26%	+$67K	﹤0.01%	2723
2025 Q1	$198K	Buy	32,852 +4,875	+17%	+$34K	﹤0.01%	3076
2024 Q4	$215K	Sell	27,977 -2,394	-8%	-$15K	﹤0.01%	2926
2024 Q3	$151K	Buy	30,371 +3,974	+15%	+$19.7K	﹤0.01%	2932
2024 Q2	$117K	Buy	+26,397	New	+$125K	﹤0.01%	2810
2023 Q4	–	Sell	-68,975	Closed	-$418K	–	2989
2023 Q3	$418K	Buy	68,975 +3,095	+5%	+$20.2K	﹤0.01%	1683
2023 Q2	$426K	Buy	65,880 +8,113	+14%	+$58.4K	﹤0.01%	1662
2023 Q1	$471K	Buy	57,767 +2,970	+5%	+$22.9K	﹤0.01%	1501
2022 Q4	$342K	Buy	54,797 +39,668	+262%	+$299K	﹤0.01%	1640
2022 Q3	$120K	Sell	15,129 -400	-3%	-$3.83K	﹤0.01%	2002
2022 Q2	$153K	Sell	15,529 -69,500	-82%	-$757K	﹤0.01%	1920
2022 Q1	$1.13M	Buy	+85,029	New	+$1.32M	﹤0.01%	934

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

Creative Planning's OLO Position: Q3 2025 in Review

Creative Planning sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 41,492 shares — an estimated $369K sold.

Creative Planning first reported a position in OLO in Q1 2022 and held it in 12 quarters. The position peaked at $1.13M in Q1 2022. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Creative Planning reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 41,492 Olo Inc shares in Q3 2025, an estimated $369K.
Creative Planning first reported a position in Olo Inc in Q1 2022 and held it in 12 quarters.
Creative Planning's Olo Inc position peaked at $1.13M in Q1 2022.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

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