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OneAscent Investment Solutions’s Unilever UL Stock Holding History

OneAscent Investment Solutions’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
2026
Q2 		– Sell
-10,351
Closed -$590K – 174
2026
Q1 		$590K Buy
+10,351
New +$694K 0.59% 37
2025
Q4 		– Sell
-8,331
Closed -$556K – 127
2025
Q3 		$556K Sell
8,331
-105
-1% -$7.25K 0.59% 39
2025
Q2 		$581K Buy
8,436
+84
+1% +$5.89K 0.62% 35
2025
Q1 		$560K Buy
+8,352
New +$539K 0.66% 36

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Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OneAscent Investment Solutions's UL Position: Q2 2026 in Review

OneAscent Investment Solutions sold out of Unilever (UL) in Q2 2026, closing a stake of 10,351 shares — an estimated $590K sold.

OneAscent Investment Solutions first reported a position in UL in Q1 2025 and held it in 4 quarters. The position peaked at $590K in Q1 2026. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • OneAscent Investment Solutions reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • OneAscent Investment Solutions sold 10,351 Unilever shares in Q2 2026, an estimated $590K.
  • OneAscent Investment Solutions first reported a position in Unilever in Q1 2025 and held it in 4 quarters.
  • OneAscent Investment Solutions's Unilever position peaked at $590K in Q1 2026.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on OneAscent Investment Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.