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Centricity Wealth Management’s Colgate-Palmolive CL Stock Holding History

Centricity 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
2025
Q2 		$27.3K Hold
300
– – 0.02% 224
2025
Q1 		$28.1K Hold
300
– – 0.03% 218
2024
Q4 		$27.3K Buy
+300
New +$28.6K 0.03% 221

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

Centricity Wealth Management's CL Position: Q2 2025 in Review

Centricity Wealth Management held its Colgate-Palmolive (CL) position steady in Q2 2025 at 300 shares worth $27.3K. The position accounts for 0.02% of the portfolio, ranked #224.

Centricity Wealth Management first reported a position in CL in Q4 2024 and has held it in 3 quarters since. The position peaked at $28.1K in Q1 2025. 1,916 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Centricity Wealth Management held 300 shares of Colgate-Palmolive worth $27.3K as of Q2 2025.
  • Centricity Wealth Management left its Colgate-Palmolive share count unchanged in Q2 2025.
  • Colgate-Palmolive made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #224 holding.
  • Centricity Wealth Management first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Colgate-Palmolive position peaked at $28.1K in Q1 2025.
  • 1,916 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.