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Fidelity sml mid factr shares owned by Roxbury Financial

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $880k 20k 44.01
2025-06-30 $825k 20k 41.47
2025-03-31 $882k 22k 40.95
2024-12-31 $895k 20k 44.68

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Fidelity sml mid factr