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 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	–	1122
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 $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return