Aprio Wealth Management
CL icon

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

Aprio 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
2026
Q3 		$1.07M Buy
12,570
+672
+6% +$60.8K 0.05% 238
2026
Q2 		$1.09M Buy
11,898
+1,148
+11% +$100K 0.05% 221
2026
Q1 		$916K Buy
10,750
+5,874
+120% +$524K 0.05% 227
2025
Q4 		$848K Buy
4,876
+2,327
+91% +$182K 0.05% 227
2025
Q3 		$204K Sell
2,549
-1,731
-40% -$148K 0.02% 420
2025
Q2 		$389K Sell
4,280
-1,504
-26% -$137K 0.04% 235
2025
Q1 		$542K Buy
5,784
+2,713
+88% +$243K 0.07% 170
2024
Q4 		$279K Buy
3,071
+37
+1% +$3.53K 0.04% 230
2024
Q3 		$315K Buy
3,034
+481
+19% +$49K 0.05% 191
2024
Q2 		$248K Buy
+2,553
New +$236K 0.05% 202

Other funds holding CL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Aprio Wealth Management's CL Position: Q3 2026 in Review

Aprio Wealth Management increased its Colgate-Palmolive (CL) stake by 5.6% in Q3 2026, buying an estimated $60.8K and bringing the position to 12,570 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #238.

Aprio Wealth Management first reported a position in CL in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.09M in Q2 2026. 808 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Aprio Wealth Management held 12,570 shares of Colgate-Palmolive worth $1.07M as of Q3 2026.
  • Aprio Wealth Management bought 672 Colgate-Palmolive shares in Q3 2026, an estimated $60.8K.
  • Colgate-Palmolive made up 0.05% of Aprio Wealth Management's portfolio in Q3 2026, its #238 holding.
  • Aprio Wealth Management first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 10 quarters since.
  • Aprio Wealth Management's Colgate-Palmolive position peaked at $1.09M in Q2 2026.
  • 808 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.