AWM
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Arista Wealth Management’s Colgate-Palmolive CL Stock Holding History

Arista 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 		$576K Hold
6,280
– – 0.06% 155
2026
Q1 		$535K Hold
6,280
– – 0.07% 156
2025
Q4 		$496K Hold
6,280
– – 0.06% 137
2025
Q3 		$502K Hold
6,280
– – 0.06% 147
2025
Q2 		$571K Buy
+6,280
New +$573K 0.08% 137

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

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

Arista Wealth Management held its Colgate-Palmolive (CL) position steady in Q2 2026 at 6,280 shares worth $576K. The position accounts for 0.06% of the portfolio, ranked #155.

Arista Wealth Management first reported a position in CL in Q2 2025 and has held it in 5 quarters since. 623 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Arista Wealth Management held 6,280 shares of Colgate-Palmolive worth $576K as of Q2 2026.
  • Arista Wealth Management left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.06% of Arista Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Arista Wealth Management first reported a position in Colgate-Palmolive in Q2 2025 and has held it in 5 quarters since.
  • 623 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.