AF
CL icon

Apexium Financial’s Colgate-Palmolive CL Stock Holding History

Apexium Financial’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 		$218K Buy
2,725
+29
+1% +$2.47K 0.01% 274
2025
Q2 		$245K Sell
2,696
-250
-8% -$22.8K 0.01% 248
2025
Q1 		$276K Buy
+2,946
New +$264K 0.02% 232
2024
Q4 		– Sell
-2,459
Closed -$255K – 260
2024
Q3 		$255K Buy
2,459
+122
+5% +$12.4K 0.02% 205
2024
Q2 		$227K Buy
2,337
+1
+0% +$92 0.02% 204
2024
Q1 		$210K Sell
2,336
-304
-12% -$25.8K 0.02% 216
2023
Q4 		$210K Buy
+2,640
New +$198K 0.02% 255

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

Apexium Financial's CL Position: Q3 2025 in Review

Apexium Financial increased its Colgate-Palmolive (CL) stake by 1.1% in Q3 2025, buying an estimated $2.47K and bringing the position to 2,725 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #274.

Apexium Financial first reported a position in CL in Q4 2023 and has held it in 7 quarters since. The position peaked at $276K in Q1 2025. 1,842 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Apexium Financial held 2,725 shares of Colgate-Palmolive worth $218K as of Q3 2025.
  • Apexium Financial bought 29 Colgate-Palmolive shares in Q3 2025, an estimated $2.47K.
  • Colgate-Palmolive made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #274 holding.
  • Apexium Financial first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 7 quarters since.
  • Apexium Financial's Colgate-Palmolive position peaked at $276K in Q1 2025.
  • 1,842 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.