OneDigital Investment Advisors’s UNIFI UFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.4K	Sell	13,000 -10,000	-43%	-$38.5K	﹤0.01%	1448
2025 Q4	$80.5K	Hold	23,000	–	–	﹤0.01%	1477
2025 Q3	$109K	Hold	23,000	–	–	﹤0.01%	1453
2025 Q2	$120K	Hold	23,000	–	–	﹤0.01%	1407
2025 Q1	$111K	Hold	23,000	–	–	﹤0.01%	1359
2024 Q4	$144K	Buy	23,000 +8,000	+53%	+$49K	﹤0.01%	1351
2024 Q3	$110K	Buy	15,000 +3,000	+25%	+$18.9K	﹤0.01%	1396
2024 Q2	$70.7K	Hold	12,000	–	–	﹤0.01%	1333
2024 Q1	$71.9K	Sell	12,000 -25	-0.2%	-$151	﹤0.01%	1062
2023 Q4	$80.1K	Buy	12,025 +25	+0.2%	+$163	﹤0.01%	1079
2023 Q3	$85.2K	Hold	12,000	–	–	﹤0.01%	958
2023 Q2	$96.8K	Buy	+12,000	New	+$94K	﹤0.01%	978

Other funds holding UFI

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

OneDigital Investment Advisors's UFI Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its UNIFI (UFI) stake by 43% in Q1 2026, selling an estimated $38.5K and leaving 13,000 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

OneDigital Investment Advisors first reported a position in UFI in Q2 2023 and has held it in 12 quarters since. The position peaked at $144K in Q4 2024. 50 funds tracked by Wall St. Rank hold UFI as of Q1 2026.

OneDigital Investment Advisors held 13,000 shares of UNIFI worth $46.4K as of Q1 2026.
OneDigital Investment Advisors sold 10,000 UNIFI shares in Q1 2026, an estimated $38.5K.
UNIFI made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1448 holding.
OneDigital Investment Advisors first reported a position in UNIFI in Q2 2023 and has held it in 12 quarters since.
OneDigital Investment Advisors's UNIFI position peaked at $144K in Q4 2024.
50 funds tracked by Wall St. Rank held UNIFI as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.