OneDigital Investment Advisors
CLM icon

OneDigital Investment Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

OneDigital Investment Advisors’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.3K Hold
10,760
– – ﹤0.01% 1550
2026
Q1 		$78.3K Hold
10,760
– – ﹤0.01% 1432
2025
Q4 		$90K Buy
10,760
+500
+5% +$4.13K ﹤0.01% 1473
2025
Q3 		$85K Hold
10,260
– – ﹤0.01% 1458
2025
Q2 		$83.3K Buy
+10,260
New +$75.7K ﹤0.01% 1418

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OneDigital Investment Advisors's CLM Position: Q2 2026 in Review

OneDigital Investment Advisors held its Cornerstone Strategic Value Fund (CLM) position steady in Q2 2026 at 10,760 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

OneDigital Investment Advisors first reported a position in CLM in Q2 2025 and has held it in 5 quarters since. The position peaked at $90K in Q4 2025. 146 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • OneDigital Investment Advisors held 10,760 shares of Cornerstone Strategic Value Fund worth $81.3K as of Q2 2026.
  • OneDigital Investment Advisors left its Cornerstone Strategic Value Fund share count unchanged in Q2 2026.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1550 holding.
  • OneDigital Investment Advisors first reported a position in Cornerstone Strategic Value Fund in Q2 2025 and has held it in 5 quarters since.
  • OneDigital Investment Advisors's Cornerstone Strategic Value Fund position peaked at $90K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.