PMFA
OLO

Plante Moran Financial Advisors’s Olo Inc OLO Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-5,142
Closed -$45.8K – 848
2025
Q2 		$45.8K Sell
5,142
-40,000
-89% -$310K ﹤0.01% 350
2025
Q1 		$273K Sell
45,142
-20,142
-31% -$141K 0.02% 138
2024
Q4 		$501K Sell
65,284
-17,500
-21% -$109K 0.04% 86
2024
Q3 		$411K Sell
82,784
-2,500
-3% -$12.4K 0.04% 98
2024
Q2 		$377K Hold
85,284
– – 0.04% 102
2024
Q1 		$468K Sell
85,284
-9,000
-10% -$49.1K 0.05% 84
2023
Q4 		$539K Sell
94,284
-6,000
-6% -$33K 0.06% 81
2023
Q3 		$608K Hold
100,284
– – 0.07% 63
2023
Q2 		$648K Hold
100,284
– – 0.08% 63
2023
Q1 		$818K Buy
100,284
+60,142
+150% +$463K 0.11% 51
2022
Q4 		$251K Hold
40,142
– – 0.04% 133
2022
Q3 		$317K Hold
40,142
– – 0.05% 106
2022
Q2 		$396K Buy
+40,142
New +$437K 0.07% 90

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
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

Plante Moran Financial Advisors's OLO Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 5,142 shares — an estimated $45.8K sold.

Plante Moran Financial Advisors first reported a position in OLO in Q2 2022 and held it in 13 quarters. The position peaked at $818K in Q1 2023. 4 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 5,142 Olo Inc shares in Q3 2025, an estimated $45.8K.
  • Plante Moran Financial Advisors first reported a position in Olo Inc in Q2 2022 and held it in 13 quarters.
  • Plante Moran Financial Advisors's Olo Inc position peaked at $818K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.