Roxbury Financial »

Unilever shares owned by Roxbury Financial

Quarter-by-quarter ownership of Unilever (UL) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Unilever

Tip: Access up to 7 years of quarterly data

All positions including Unilever held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unilever by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $31k 521 59.30
2025-06-30 $32k 518 61.21
2025-03-31 $29k 513 56.60
2024-12-31 $31k 509 59.84

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 Unilever

Wellington Management Company
Fisher Investments
GQG Partners
Morgan Stanley
FMR
State Farm Mutual Automobile Insurance Company
ClearBridge Advisors
Dimensional Fund Advisors
Goldman Sachs Group
Wells Fargo & Company
Envestnet Asset Management
Lazard Asset Management
Royal Bank of Canada
Raymond James Financial
Fiduciary Management

View all funds holding Unilever