True Wealth Design’s Olo Inc OLO Stock Holding History

True Wealth Design’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	-90	Closed	-$801	–	2832
2025 Q2	$801	Buy	90 +19	+27%	+$147	﹤0.01%	1553
2025 Q1	$429	Buy	+71	New	+$496	﹤0.01%	1606
2024 Q4	–	Sell	-253	Closed	-$1.25K	–	1475
2024 Q3	$1.25K	Buy	+253	New	+$1.25K	﹤0.01%	915

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

True Wealth Design's OLO Position: Q3 2025 in Review

True Wealth Design sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 90 shares — an estimated $801 sold.

True Wealth Design first reported a position in OLO in Q3 2024 and held it in 3 quarters. The position peaked at $1.25K in Q3 2024. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

True Wealth Design reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 90 Olo Inc shares in Q3 2025, an estimated $801.
True Wealth Design first reported a position in Olo Inc in Q3 2024 and held it in 3 quarters.
True Wealth Design's Olo Inc position peaked at $1.25K in Q3 2024.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.