Rothschild Investment LLC’s Olo Inc OLO Stock Holding History

Rothschild Investment LLC’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	-295	Closed	-$2.63K	–	3217
2025 Q2	$2.63K	Buy	295 +135	+84%	+$1.05K	﹤0.01%	1877
2025 Q1	$966	Buy	160 +135	+540%	+$943	﹤0.01%	2362
2024 Q4	$192	Sell	25 -25	-50%	-$156	﹤0.01%	2803
2024 Q3	$248	Hold	50	–	–	﹤0.01%	2665
2024 Q2	$221	Buy	+50	New	+$237	﹤0.01%	2458

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

Rothschild Investment LLC's OLO Position: Q3 2025 in Review

Rothschild Investment LLC sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 295 shares — an estimated $2.63K sold.

Rothschild Investment LLC first reported a position in OLO in Q2 2024 and held it in 5 quarters. The position peaked at $2.63K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Rothschild Investment LLC reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Rothschild Investment LLC sold 295 Olo Inc shares in Q3 2025, an estimated $2.63K.
Rothschild Investment LLC first reported a position in Olo Inc in Q2 2024 and held it in 5 quarters.
Rothschild Investment LLC's Olo Inc position peaked at $2.63K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.