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OneDigital Investment Advisors’s Eos Energy Enterprises EOSE Stock Holding History

OneDigital Investment Advisors’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134K Sell
22,785
-208
-0.9% -$1.45K ﹤0.01% 1534
2026
Q1 		$114K Sell
22,993
-1,914
-8% -$20.6K ﹤0.01% 1422
2025
Q4 		$285K Buy
24,907
+3,861
+18% +$55.5K ﹤0.01% 1243
2025
Q3 		$240K Buy
+21,046
New +$144K ﹤0.01% 1331

Other funds holding EOSE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Eos Energy Enterprises (EOSE) stake by 0.9% in Q2 2026, selling an estimated $1.45K and leaving 22,785 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

OneDigital Investment Advisors first reported a position in EOSE in Q3 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 150 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • OneDigital Investment Advisors held 22,785 shares of Eos Energy Enterprises worth $134K as of Q2 2026.
  • OneDigital Investment Advisors sold 208 Eos Energy Enterprises shares in Q2 2026, an estimated $1.45K.
  • Eos Energy Enterprises made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1534 holding.
  • OneDigital Investment Advisors first reported a position in Eos Energy Enterprises in Q3 2025 and has held it in 4 quarters since.
  • OneDigital Investment Advisors's Eos Energy Enterprises position peaked at $285K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

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