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Atria Wealth Solutions’s Colgate-Palmolive CL Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.04M Sell
11,370
-44,693
-80% -$4.08M 0.02% 624
2025
Q1 		$5.25M Buy
56,063
+12,884
+30% +$1.15M 0.06% 325
2024
Q4 		$3.93M Sell
43,179
-7,146
-14% -$682K 0.04% 423
2024
Q3 		$5.22M Sell
50,325
-127
-0.3% -$12.9K 0.06% 333
2024
Q2 		$4.9M Buy
50,452
+6,494
+15% +$599K 0.05% 349
2024
Q1 		$3.96M Buy
43,958
+4,564
+12% +$387K 0.04% 405
2023
Q4 		$3.14M Buy
39,394
+500
+1% +$37.6K 0.04% 454
2023
Q3 		$2.77M Sell
38,894
-4,959
-11% -$371K 0.04% 465
2023
Q2 		$3.38M Sell
43,853
-786
-2% -$60.8K 0.05% 397
2023
Q1 		$3.35M Buy
44,639
+7,118
+19% +$529K 0.05% 374
2022
Q4 		$2.96M Buy
37,521
+8,926
+31% +$669K 0.05% 387
2022
Q3 		$2.01M Buy
28,595
+12,805
+81% +$1M 0.03% 478
2022
Q2 		$1.26M Sell
15,790
-8,927
-36% -$698K 0.02% 599
2022
Q1 		$1.87M Buy
+24,717
New +$1.96M 0.03% 503

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's CL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Colgate-Palmolive (CL) stake by 80% in Q2 2025, selling an estimated $4.08M and leaving 11,370 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #624.

Atria Wealth Solutions first reported a position in CL in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.25M in Q1 2025. 1,916 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Atria Wealth Solutions held 11,370 shares of Colgate-Palmolive worth $1.04M as of Q2 2025.
  • Atria Wealth Solutions sold 44,693 Colgate-Palmolive shares in Q2 2025, an estimated $4.08M.
  • Colgate-Palmolive made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #624 holding.
  • Atria Wealth Solutions first reported a position in Colgate-Palmolive in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Colgate-Palmolive position peaked at $5.25M in Q1 2025.
  • 1,916 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.