EWA
OLO

EP Wealth Advisors’s Olo Inc OLO Stock Holding History

EP Wealth Advisors’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 		$363K Sell
40,803
-5,623
-12% -$43.6K ﹤0.01% 921
2025
Q1 		$280K Buy
46,426
+10,084
+28% +$70.4K ﹤0.01% 948
2024
Q4 		$279K Buy
36,342
+4,260
+13% +$26.6K ﹤0.01% 901
2024
Q3 		$159K Buy
+32,082
New +$159K ﹤0.01% 1092

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EP Wealth Advisors's OLO Position: Q2 2025 in Review

EP Wealth Advisors reduced its Olo Inc (OLO) stake by 12% in Q2 2025, selling an estimated $43.6K and leaving 40,803 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

EP Wealth Advisors first reported a position in OLO in Q3 2024 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

  • EP Wealth Advisors held 40,803 shares of Olo Inc worth $363K as of Q2 2025.
  • EP Wealth Advisors sold 5,623 Olo Inc shares in Q2 2025, an estimated $43.6K.
  • Olo Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #921 holding.
  • EP Wealth Advisors first reported a position in Olo Inc in Q3 2024 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.