OneDigital Investment Advisors’s Hess HES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,378	Closed	-$329K	–	1512
2025 Q2	$329K	Buy	2,378 +67	+3%	+$9.05K	﹤0.01%	1104
2025 Q1	$369K	Buy	+2,311	New	+$340K	﹤0.01%	990
2024 Q3	–	Sell	-1,389	Closed	-$205K	–	1446
2024 Q2	$205K	Buy	+1,389	New	+$213K	﹤0.01%	1291

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

OneDigital Investment Advisors's HES Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 2,378 shares — an estimated $329K sold.

OneDigital Investment Advisors first reported a position in HES in Q2 2024 and held it in 3 quarters. The position peaked at $369K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

OneDigital Investment Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 2,378 Hess shares in Q3 2025, an estimated $329K.
OneDigital Investment Advisors first reported a position in Hess in Q2 2024 and held it in 3 quarters.
OneDigital Investment Advisors's Hess position peaked at $369K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.