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OneAscent Financial Services’s Unilever UL Stock Holding History

OneAscent Financial Services’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,004
Closed -$208K – 545
2025
Q2 		$208K Buy
+3,004
New +$211K 0.01% 506
2022
Q3 		– Sell
-5,031
Closed -$259K – 241
2022
Q2 		$259K Sell
5,031
-263
-5% -$13.4K 0.12% 167
2022
Q1 		$271K Buy
5,294
+389
+8% +$21.7K 0.19% 95
2021
Q4 		$297K Buy
+4,905
New +$291K 0.57% 81
2020
Q4 		– Sell
-2,903
Closed -$201K – 183
2020
Q3 		$201K Buy
+2,903
New +$194K 0.1% 174

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneAscent Financial Services's UL Position: Q3 2025 in Review

OneAscent Financial Services sold out of Unilever (UL) in Q3 2025, closing a stake of 3,004 shares — an estimated $208K sold.

OneAscent Financial Services first reported a position in UL in Q3 2020 and held it in 5 quarters. The position peaked at $297K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • OneAscent Financial Services reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 3,004 Unilever shares in Q3 2025, an estimated $208K.
  • OneAscent Financial Services first reported a position in Unilever in Q3 2020 and held it in 5 quarters.
  • OneAscent Financial Services's Unilever position peaked at $297K in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.