MAI Capital Management’s Olo Inc OLO Stock Holding History

MAI Capital 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	-879	Closed	-$7.82K	–	4042
2025 Q2	$7.82K	Buy	+879	New	+$6.82K	﹤0.01%	2861

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

MAI Capital Management's OLO Position: Q3 2025 in Review

MAI Capital Management sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 879 shares — an estimated $7.82K sold.

MAI Capital Management first reported a position in OLO in Q2 2025 and held it in 1 quarter. The position peaked at $7.82K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

MAI Capital Management reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
MAI Capital Management sold 879 Olo Inc shares in Q3 2025, an estimated $7.82K.
MAI Capital Management first reported a position in Olo Inc in Q2 2025 and held it in 1 quarter.
MAI Capital Management's Olo Inc position peaked at $7.82K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.