RF
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Roxbury Financial’s Unilever UL Stock Holding History

Roxbury Financial’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 		$27.2K Sell
453
-9
-2% -$520 0.02% 243
2026
Q1 		$26.3K Hold
462
– – 0.02% 235
2025
Q4 		$30.2K Sell
462
-1
-0.2% -$67 0.03% 224
2025
Q3 		$30.9K Buy
463
+3
+0.7% +$207 0.03% 217
2025
Q2 		$31.7K Buy
460
+4
+0.9% +$281 0.03% 208
2025
Q1 		$29K Buy
456
+4
+0.9% +$258 0.03% 209
2024
Q4 		$30.5K Buy
+452
New +$30.5K 0.03% 208

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roxbury Financial's UL Position: Q2 2026 in Review

Roxbury Financial reduced its Unilever (UL) stake by 1.9% in Q2 2026, selling an estimated $520 and leaving 453 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #243.

Roxbury Financial first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.7K in Q2 2025. 350 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Roxbury Financial held 453 shares of Unilever worth $27.2K as of Q2 2026.
  • Roxbury Financial sold 9 Unilever shares in Q2 2026, an estimated $520.
  • Unilever made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #243 holding.
  • Roxbury Financial first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Unilever position peaked at $31.7K in Q2 2025.
  • 350 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.