HB Wealth Management’s Olo Inc OLO Stock Holding History

HB Wealth Management’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	-30,819	Closed	-$274K	–	1364
2025 Q2	$274K	Buy	30,819 +2,878	+10%	+$22.3K	﹤0.01%	978
2025 Q1	$169K	Buy	+27,941	New	+$195K	﹤0.01%	1152

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 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

HB Wealth Management's OLO Position: Q3 2025 in Review

HB Wealth Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 30,819 shares — an estimated $274K sold.

HB Wealth Management first reported a position in OLO in Q1 2025 and held it in 2 quarters. The position peaked at $274K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

HB Wealth Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
HB Wealth Management sold 30,819 Olo Inc shares in Q3 2025, an estimated $274K.
HB Wealth Management first reported a position in Olo Inc in Q1 2025 and held it in 2 quarters.
HB Wealth Management's Olo Inc position peaked at $274K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on HB Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.