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Accredited Wealth Management’s Colgate-Palmolive CL Stock Holding History

Accredited Wealth Management’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$30K Sell
349
-26
-7% -$2.22K 0.02% 173
2025
Q2 		$34.1K Hold
375
– – 0.03% 165
2025
Q1 		$35.1K Hold
375
– – 0.03% 145
2024
Q4 		$34.1K Buy
+375
New +$35.8K 0.03% 162

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's CL Position: Q3 2025 in Review

Accredited Wealth Management reduced its Colgate-Palmolive (CL) stake by 6.9% in Q3 2025, selling an estimated $2.22K and leaving 349 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #173.

Accredited Wealth Management first reported a position in CL in Q4 2024 and has held it in 4 quarters since. The position peaked at $35.1K in Q1 2025. 1,842 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Accredited Wealth Management held 349 shares of Colgate-Palmolive worth $30K as of Q3 2025.
  • Accredited Wealth Management sold 26 Colgate-Palmolive shares in Q3 2025, an estimated $2.22K.
  • Colgate-Palmolive made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #173 holding.
  • Accredited Wealth Management first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Colgate-Palmolive position peaked at $35.1K in Q1 2025.
  • 1,842 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.