OneDigital Investment Advisors’s SM Energy SM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,465	Closed	-$357K	–	1643
2026 Q1	$357K	Buy	+11,465	New	+$262K	﹤0.01%	1101
2019 Q3	–	Sell	-900	Closed	-$11K	–	1058
2019 Q2	$11K	Hold	900	–	–	﹤0.01%	925
2019 Q1	$16K	Hold	900	–	–	﹤0.01%	793
2018 Q4	$14K	Buy	+900	New	+$20.8K	﹤0.01%	782
2018 Q3	–	Sell	-900	Closed	-$23K	–	1195
2018 Q2	$23K	Hold	900	–	–	﹤0.01%	766
2018 Q1	$16K	Hold	900	–	–	﹤0.01%	887
2017 Q4	$20K	Hold	900	–	–	﹤0.01%	810
2017 Q3	$16K	Hold	900	–	–	0.01%	715
2017 Q2	$15K	Buy	+900	New	+$17.9K	﹤0.01%	847

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

OneDigital Investment Advisors sold out of SM Energy (SM) in Q2 2026, closing a stake of 11,465 shares — an estimated $357K sold.

OneDigital Investment Advisors first reported a position in SM in Q2 2017 and held it in 9 quarters. The position peaked at $357K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

OneDigital Investment Advisors reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 11,465 SM Energy shares in Q2 2026, an estimated $357K.
OneDigital Investment Advisors first reported a position in SM Energy in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's SM Energy position peaked at $357K in Q1 2026.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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