Diversified Trust’s Olo Inc OLO Stock Holding History

Diversified Trust’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	-33,394	Closed	-$297K	–	1046
2025 Q2	$297K	Buy	33,394 +51	+0.2%	+$395	0.01%	760
2025 Q1	$201K	Buy	33,343 +3,793	+13%	+$26.5K	0.01%	850
2024 Q4	$227K	Hold	29,550	–	–	0.01%	818
2024 Q3	$147K	Buy	29,550 +65	+0.2%	+$321	﹤0.01%	853
2024 Q2	$130K	Buy	29,485 +1,278	+5%	+$6.05K	﹤0.01%	817
2024 Q1	$155K	Buy	28,207 +2,285	+9%	+$12.5K	﹤0.01%	771
2023 Q4	$148K	Hold	25,922	–	–	0.01%	807
2023 Q3	$157K	Buy	25,922 +13,900	+116%	+$90.8K	0.01%	758
2023 Q2	$77.7K	Hold	12,022	–	–	﹤0.01%	802
2023 Q1	$98.1K	Buy	+12,022	New	+$92.5K	﹤0.01%	786

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

Diversified Trust's OLO Position: Q3 2025 in Review

Diversified Trust sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 33,394 shares — an estimated $297K sold.

Diversified Trust first reported a position in OLO in Q1 2023 and held it in 10 quarters. The position peaked at $297K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Diversified Trust reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Diversified Trust sold 33,394 Olo Inc shares in Q3 2025, an estimated $297K.
Diversified Trust first reported a position in Olo Inc in Q1 2023 and held it in 10 quarters.
Diversified Trust's Olo Inc position peaked at $297K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.