Elevation Wealth Partners
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Elevation Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Elevation Wealth Partners’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
Q3 		$245K Buy
2,873
+425
+17% +$38.5K 0.07% 126
2026
Q2 		$224K Buy
2,448
+457
+23% +$40K 0.07% 127
2026
Q1 		$170K Sell
1,991
-166
-8% -$14.8K 0.06% 126
2025
Q4 		$170K Buy
2,157
+225
+12% +$17.6K 0.06% 127
2025
Q3 		$154K Sell
1,932
-648
-25% -$55.3K 0.06% 136
2025
Q2 		$235K Hold
2,580
– – 0.09% 103
2025
Q1 		$242K Hold
2,580
– – 0.1% 100
2024
Q4 		$235K Hold
2,580
– – 0.1% 104
2024
Q3 		$268K Hold
2,580
– – 0.12% 96
2024
Q2 		$250K Sell
2,580
-500
-16% -$46.1K 0.12% 96
2024
Q1 		$277K Hold
3,080
– – 0.14% 93
2023
Q4 		$219K Buy
+3,080
New +$232K 0.13% 93
2023
Q3 		– Hold
0
– – – 342
2023
Q2 		– Hold
0
– – – 351

Other funds holding CL

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Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Elevation Wealth Partners's CL Position: Q3 2026 in Review

Elevation Wealth Partners increased its Colgate-Palmolive (CL) stake by 17% in Q3 2026, buying an estimated $38.5K and bringing the position to 2,873 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #126.

Elevation Wealth Partners first reported a position in CL in Q4 2023 and has held it in 12 quarters since. The position peaked at $277K in Q1 2024. 667 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Elevation Wealth Partners held 2,873 shares of Colgate-Palmolive worth $245K as of Q3 2026.
  • Elevation Wealth Partners bought 425 Colgate-Palmolive shares in Q3 2026, an estimated $38.5K.
  • Colgate-Palmolive made up 0.07% of Elevation Wealth Partners's portfolio in Q3 2026, its #126 holding.
  • Elevation Wealth Partners first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Colgate-Palmolive position peaked at $277K in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.