Essential Partners’s Olo Inc OLO Stock Holding History

Essential Partners’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	-244	Closed	-$2.17K	–	2752
2025 Q2	$2.17K	Buy	+244	New	+$1.89K	﹤0.01%	1293

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Essential Partners's OLO Position: Q3 2025 in Review

Essential Partners sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 244 shares — an estimated $2.17K sold.

Essential Partners first reported a position in OLO in Q2 2025 and held it in 1 quarter. The position peaked at $2.17K in Q2 2025. 4 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Essential Partners reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Essential Partners sold 244 Olo Inc shares in Q3 2025, an estimated $2.17K.
Essential Partners first reported a position in Olo Inc in Q2 2025 and held it in 1 quarter.
Essential Partners's Olo Inc position peaked at $2.17K in Q2 2025.
4 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.