AWM
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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Aprio Wealth Management's CL Position: Q2 2026 in Review

Aprio Wealth Management increased its Colgate-Palmolive (CL) stake by 11% in Q2 2026, buying an estimated $100K and bringing the position to 11,898 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #221.

Aprio Wealth Management first reported a position in CL in Q2 2024 and has held it in 9 quarters since. 606 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Aprio Wealth Management held 11,898 shares of Colgate-Palmolive worth $1.09M as of Q2 2026.
  • Aprio Wealth Management bought 1,148 Colgate-Palmolive shares in Q2 2026, an estimated $100K.
  • Colgate-Palmolive made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Aprio Wealth Management first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 9 quarters since.
  • 606 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.