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Avantax Advisory Services’s Colgate-Palmolive CL Stock Holding History

Avantax Advisory Services’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 		$3.82M Sell
42,079
-4,773
-10% -$436K 0.02% 544
2025
Q1 		$4.39M Sell
46,852
-9,930
-17% -$889K 0.03% 458
2024
Q4 		$5.16M Buy
56,782
+3,427
+6% +$327K 0.03% 392
2024
Q3 		$5.54M Buy
53,355
+4,113
+8% +$419K 0.04% 365
2024
Q2 		$4.78M Buy
49,242
+11,422
+30% +$1.05M 0.03% 386
2024
Q1 		$3.41M Sell
37,820
-8,486
-18% -$719K 0.03% 397
2023
Q4 		$3.69M Buy
46,306
+5,157
+13% +$388K 0.04% 339
2023
Q3 		$2.93M Sell
41,149
-924
-2% -$69.1K 0.03% 362
2023
Q2 		$3.24M Buy
42,073
+6,358
+18% +$492K 0.04% 338
2023
Q1 		$2.68M Buy
35,715
+11,931
+50% +$887K 0.03% 360
2022
Q4 		$1.87M Buy
23,784
+255
+1% +$19.1K 0.03% 445
2022
Q3 		$1.65M Buy
23,529
+1,196
+5% +$93.8K 0.03% 417
2022
Q2 		$1.79M Buy
22,333
+654
+3% +$51.1K 0.03% 399
2022
Q1 		$1.65M Buy
21,679
+710
+3% +$56.2K 0.02% 420
2021
Q4 		$1.79M Sell
20,969
-1,488
-7% -$116K 0.03% 389
2021
Q3 		$1.7M Sell
22,457
-2,038
-8% -$162K 0.03% 375
2021
Q2 		$1.99M Buy
24,495
+497
+2% +$40.6K 0.04% 325
2021
Q1 		$1.89M Buy
23,998
+1,309
+6% +$103K 0.04% 299
2020
Q4 		$1.95M Sell
22,689
-25,891
-53% -$2.14M 0.05% 272
2020
Q3 		$3.74M Buy
48,580
+28,385
+141% +$2.16M 0.06% 244
2020
Q2 		$1.48M Buy
20,195
+2,431
+14% +$173K 0.04% 275
2020
Q1 		$1.18M Buy
17,764
+412
+2% +$29.1K 0.04% 272
2019
Q4 		$1.19M Buy
17,352
+3,590
+26% +$245K 0.03% 301
2019
Q3 		$1.01M Buy
13,762
+2,491
+22% +$181K 0.04% 209
2019
Q2 		$808K Sell
11,271
-449
-4% -$31.9K 0.04% 222
2019
Q1 		$803K Buy
11,720
+744
+7% +$48.1K 0.04% 205
2018
Q4 		$654K Buy
+10,976
New +$687K 0.11% 181

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Avantax Advisory Services's CL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Colgate-Palmolive (CL) stake by 10% in Q2 2025, selling an estimated $436K and leaving 42,079 shares worth $3.82M. The position accounts for 0.02% of the portfolio, ranked #544.

Avantax Advisory Services first reported a position in CL in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.54M in Q3 2024. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Avantax Advisory Services held 42,079 shares of Colgate-Palmolive worth $3.82M as of Q2 2025.
  • Avantax Advisory Services sold 4,773 Colgate-Palmolive shares in Q2 2025, an estimated $436K.
  • Colgate-Palmolive made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #544 holding.
  • Avantax Advisory Services first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Colgate-Palmolive position peaked at $5.54M in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.