Axim Planning & Wealth’s Colgate-Palmolive CL Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-6,959	Closed	-$556K	–	77
2025 Q3	$556K	Buy	+6,959	New	+$594K	0.44%	32

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Axim Planning & Wealth's CL Position: Q4 2025 in Review

Axim Planning & Wealth sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 6,959 shares — an estimated $556K sold.

Axim Planning & Wealth first reported a position in CL in Q3 2025 and held it in 1 quarter. The position peaked at $556K in Q3 2025. 1,892 funds tracked by Wall St. Rank hold CL as of Q4 2025.

Axim Planning & Wealth reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
Axim Planning & Wealth sold 6,959 Colgate-Palmolive shares in Q4 2025, an estimated $556K.
Axim Planning & Wealth first reported a position in Colgate-Palmolive in Q3 2025 and held it in 1 quarter.
Axim Planning & Wealth's Colgate-Palmolive position peaked at $556K in Q3 2025.
1,892 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.