Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Colgate-Palmolive CL Stock Holding History

Envestnet Portfolio 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
2026
Q1 		$1.65M Buy
19,358
+4,262
+28% +$380K 0.01% 502
2025
Q4 		$1.19M Buy
15,096
+72
+0.5% +$5.64K ﹤0.01% 701
2025
Q3 		$1.2M Sell
15,024
-739
-5% -$63K ﹤0.01% 682
2025
Q2 		$1.43M Sell
15,763
-6,466
-29% -$590K 0.01% 670
2025
Q1 		$2.08M Sell
22,229
-5,014
-18% -$449K 0.01% 574
2024
Q4 		$2.48M Sell
27,243
-419
-2% -$40K 0.01% 592
2024
Q3 		$2.87M Buy
27,662
+874
+3% +$89.1K 0.01% 554
2024
Q2 		$2.6M Buy
26,788
+2,537
+10% +$234K 0.01% 567
2024
Q1 		$2.18M Buy
24,251
+5,614
+30% +$476K 0.01% 610
2023
Q4 		$1.49M Buy
18,637
+2,582
+16% +$194K 0.01% 682
2023
Q3 		$1.14M Buy
+16,055
New +$1.2M 0.01% 719

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VCM
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return