OneDigital Investment Advisors’s Ares Management ARES Stock Holding History

OneDigital Investment Advisors’s Portfolio ARES Stock Details ARES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.32M	Buy
2025 Q3	$217K	Buy
2025 Q2	–	Sell
2025 Q1	$201K	Buy
2024 Q4	$212K	Sell
2024 Q3	$245K	Sell
2024 Q2	$217K	Buy