Morgan Stanley’s Olo Inc OLO Stock Holding History

Morgan Stanley’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	-994,630	Closed	-$8.85M	–	8304
2025 Q2	$8.85M	Buy	994,630 +180,201	+22%	+$1.4M	﹤0.01%	3548
2025 Q1	$4.92M	Buy	814,429 +30,648	+4%	+$214K	﹤0.01%	3944
2024 Q4	$6.02M	Sell	783,781 -925,579	-54%	-$5.78M	﹤0.01%	3850
2024 Q3	$8.48M	Buy	1,709,360 +670,280	+65%	+$3.31M	﹤0.01%	3551
2024 Q2	$4.59M	Sell	1,039,080 -241,757	-19%	-$1.14M	﹤0.01%	3952
2024 Q1	$7.03M	Sell	1,280,837 -253,728	-17%	-$1.39M	﹤0.01%	3626
2023 Q4	$8.78M	Buy	1,534,565 +505,158	+49%	+$2.78M	﹤0.01%	3459
2023 Q3	$6.24M	Sell	1,029,407 -902,575	-47%	-$5.9M	﹤0.01%	3558
2023 Q2	$12.5M	Sell	1,931,982 -681,571	-26%	-$4.9M	﹤0.01%	2949
2023 Q1	$21.3M	Sell	2,613,553 -1,988,284	-43%	-$15.3M	﹤0.01%	2348
2022 Q4	$28.8M	Sell	4,601,837 -99,258	-2%	-$749K	﹤0.01%	1983
2022 Q3	$37.1M	Buy	4,701,095 +203,522	+5%	+$1.95M	0.01%	1558
2022 Q2	$44.4M	Buy	4,497,573 +392,516	+10%	+$4.27M	0.01%	1463
2022 Q1	$54.4M	Buy	4,105,057 +791,627	+24%	+$12.2M	0.01%	1250
2021 Q4	$69M	Buy	3,313,430 +833,941	+34%	+$21.7M	0.01%	1143
2021 Q3	$74.5M	Buy	2,479,489 +1,452,006	+141%	+$51.8M	0.01%	1022
2021 Q2	$38.4M	Sell	1,027,483 -552,133	-35%	-$17.5M	0.01%	1526
2021 Q1	$41.7M	Buy	+1,579,616	New	+$47.5M	0.01%	1306

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

Morgan Stanley's OLO Position: Q3 2025 in Review

Morgan Stanley sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 994,630 shares — an estimated $8.85M sold.

Morgan Stanley first reported a position in OLO in Q1 2021 and held it in 18 quarters. The position peaked at $74.5M in Q3 2021. 4 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Morgan Stanley reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Morgan Stanley sold 994,630 Olo Inc shares in Q3 2025, an estimated $8.85M.
Morgan Stanley first reported a position in Olo Inc in Q1 2021 and held it in 18 quarters.
Morgan Stanley's Olo Inc position peaked at $74.5M in Q3 2021.
4 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.