SMI Advisory Services’s Olo Inc OLO Stock Holding History

SMI Advisory Services’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 Q2	–	Sell	-10,561	Closed	-$62.2K	–	55
2025 Q1	$62.2K	Buy	+10,561	New	+$73.7K	0.01%	42

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SMI Advisory Services's OLO Position: Q2 2025 in Review

SMI Advisory Services sold out of Olo Inc (OLO) in Q2 2025, closing a stake of 10,561 shares — an estimated $62.2K sold.

SMI Advisory Services first reported a position in OLO in Q1 2025 and held it in 1 quarter. The position peaked at $62.2K in Q1 2025. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

SMI Advisory Services reported no remaining Olo Inc position as of Q2 2025 after selling out during the quarter.
SMI Advisory Services sold 10,561 Olo Inc shares in Q2 2025, an estimated $62.2K.
SMI Advisory Services first reported a position in Olo Inc in Q1 2025 and held it in 1 quarter.
SMI Advisory Services's Olo Inc position peaked at $62.2K in Q1 2025.
208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on SMI Advisory Services's 13F filing for Q2 2025, filed 18 Jul 2025.