SC
OLO

Stephens Consulting’s Olo Inc OLO Stock Holding History

Stephens Consulting’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
-60
Closed -$363 – 1735
2025
Q1 		$363 Buy
+60
New +$419 ﹤0.01% 1252

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Stephens Consulting's OLO Position: Q2 2025 in Review

Stephens Consulting sold out of Olo Inc (OLO) in Q2 2025, closing a stake of 60 shares — an estimated $363 sold.

Stephens Consulting first reported a position in OLO in Q1 2025 and held it in 1 quarter. The position peaked at $363 in Q1 2025. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

  • Stephens Consulting reported no remaining Olo Inc position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 60 Olo Inc shares in Q2 2025, an estimated $363.
  • Stephens Consulting first reported a position in Olo Inc in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Olo Inc position peaked at $363 in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.