Ameritas Advisory Services’s Colgate-Palmolive CL Stock Holding History

Ameritas Advisory Services’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
2026 Q2	$379K	Buy	+4,138	New	+$362K	0.01%	880
2025 Q4	–	Sell	-1,935	Closed	-$155K	–	1131
2025 Q3	$155K	Sell	1,935 -1,124	-37%	-$95.9K	0.01%	693
2025 Q2	$278K	Buy	3,059 +570	+23%	+$52K	0.01%	645
2025 Q1	$227K	Sell	2,489 -115	-4%	-$10.3K	0.01%	780
2024 Q4	$237K	Buy	2,604 +398	+18%	+$38K	0.01%	791
2024 Q3	$229K	Sell	2,206 -3,353	-60%	-$342K	0.01%	763
2024 Q2	$539K	Buy	5,559 +161	+3%	+$14.9K	0.02%	563
2024 Q1	$491K	Buy	5,398 +2,421	+81%	+$205K	0.02%	558
2023 Q4	$244K	Sell	2,977 -1,453	-33%	-$109K	0.01%	616
2023 Q3	$315K	Buy	+4,430	New	+$331K	0.02%	619
2023 Q2	–	Sell	-5,207	Closed	-$401K	–	888
2023 Q1	$401K	Sell	5,207 -835	-14%	-$62.1K	0.02%	551
2022 Q4	$476K	Buy	6,042 +926	+18%	+$69.4K	0.02%	545
2022 Q3	$359K	Sell	5,116 -262	-5%	-$20.5K	0.02%	525
2022 Q2	$431K	Buy	5,378 +521	+11%	+$40.7K	0.02%	498
2022 Q1	$368K	Buy	4,857 +2	+0%	+$158	0.01%	590
2021 Q4	$414K	Buy	+4,855	New	+$379K	0.02%	551

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameritas Advisory Services's CL Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Colgate-Palmolive (CL) in Q2 2026: 4,138 shares worth $379K. The stake represents 0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CL as recently as Q3 2025.

Ameritas Advisory Services first reported a position in CL in Q4 2021 and has held it in 16 quarters since. The position peaked at $539K in Q2 2024. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Ameritas Advisory Services held 4,138 shares of Colgate-Palmolive worth $379K as of Q2 2026.
Colgate-Palmolive was a new Ameritas Advisory Services position in Q2 2026.
Colgate-Palmolive made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #880 holding.
Ameritas Advisory Services first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's Colgate-Palmolive position peaked at $539K in Q2 2024.
2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.