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 Q2	$61.8K	Hold	13,000	–	–	﹤0.01%	1557
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

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

PLC

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

ACM

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

BPWM

BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

OneDigital Investment Advisors held its UNIFI (UFI) position steady in Q2 2026 at 13,000 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

OneDigital Investment Advisors first reported a position in UFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $144K in Q4 2024. 11 funds tracked by Wall St. Rank hold UFI as of Q2 2026.

OneDigital Investment Advisors held 13,000 shares of UNIFI worth $61.8K as of Q2 2026.
OneDigital Investment Advisors left its UNIFI share count unchanged in Q2 2026.
UNIFI made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1557 holding.
OneDigital Investment Advisors first reported a position in UNIFI in Q2 2023 and has held it in 13 quarters since.
OneDigital Investment Advisors's UNIFI position peaked at $144K in Q4 2024.
11 funds tracked by Wall St. Rank held UNIFI as of Q2 2026.

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