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OneDigital Investment Advisors’s Unilever UL Stock Holding History

OneDigital Investment Advisors’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 		$755K Sell
12,552
-5,663
-31% -$327K 0.01% 864
2026
Q1 		$1.04M Buy
18,215
+490
+3% +$32.8K 0.01% 672
2025
Q4 		$1.16M Sell
17,725
-2,375
-12% -$160K 0.01% 625
2025
Q3 		$1.34M Buy
20,100
+2,537
+14% +$175K 0.01% 558
2025
Q2 		$1.21M Sell
17,563
-3,246
-16% -$228K 0.01% 575
2025
Q1 		$1.39M Sell
20,809
-5,103
-20% -$329K 0.02% 508
2024
Q4 		$1.65M Buy
25,912
+3,378
+15% +$228K 0.02% 470
2024
Q3 		$1.65M Buy
22,534
+1,522
+7% +$105K 0.02% 497
2024
Q2 		$1.3M Buy
+21,012
New +$1.24M 0.02% 532
2024
Q1 		– Sell
-7,028
Closed -$383K – 1158
2023
Q4 		$383K Buy
+7,028
New +$379K 0.01% 820
2019
Q3 		– Sell
-858
Closed -$60K – 1120
2019
Q2 		$60K Hold
858
– – ﹤0.01% 542
2019
Q1 		$56K Hold
858
– – 0.01% 478
2018
Q4 		$50K Sell
858
-231
-21% -$13.9K 0.01% 460
2018
Q3 		$67K Buy
1,089
+5
+0.5% +$315 0.02% 344
2018
Q2 		$67K Hold
1,084
– – 0.01% 425
2018
Q1 		$67K Hold
1,084
– – 0.01% 446
2017
Q4 		$67K Buy
1,084
+133
+14% +$8.43K 0.01% 433
2017
Q3 		$62K Sell
951
-133
-12% -$8.55K 0.02% 333
2017
Q2 		$66K Buy
+1,084
New +$64.6K 0.02% 403

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

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

OneDigital Investment Advisors reduced its Unilever (UL) stake by 31% in Q2 2026, selling an estimated $327K and leaving 12,552 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #864.

OneDigital Investment Advisors first reported a position in UL in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.65M in Q4 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • OneDigital Investment Advisors held 12,552 shares of Unilever worth $755K as of Q2 2026.
  • OneDigital Investment Advisors sold 5,663 Unilever shares in Q2 2026, an estimated $327K.
  • Unilever made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #864 holding.
  • OneDigital Investment Advisors first reported a position in Unilever in Q2 2017 and has held it in 19 quarters since.
  • OneDigital Investment Advisors's Unilever position peaked at $1.65M in Q4 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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