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EverSource Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

EverSource Wealth Advisors’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
Q2 		$785K Sell
8,564
-984
-10% -$86.1K 0.03% 411
2026
Q1 		$814K Buy
9,548
+2,401
+34% +$214K 0.02% 444
2025
Q4 		$565K Sell
7,147
-449
-6% -$35.2K 0.02% 496
2025
Q3 		$607K Buy
7,596
+1,519
+25% +$130K 0.02% 432
2025
Q2 		$552K Buy
6,077
+536
+10% +$48.9K 0.02% 413
2025
Q1 		$519K Buy
5,541
+675
+14% +$60.4K 0.03% 378
2024
Q4 		$442K Buy
4,866
+1,177
+32% +$112K 0.02% 401
2024
Q3 		$383K Buy
3,689
+185
+5% +$18.9K 0.02% 385
2024
Q2 		$348K Buy
3,504
+1,554
+80% +$143K 0.02% 398
2024
Q1 		$179K Buy
1,950
+177
+10% +$15K 0.01% 524
2023
Q4 		$141K Sell
1,773
-6,084
-77% -$457K 0.01% 522
2023
Q3 		$559K Sell
7,857
-92
-1% -$6.88K 0.06% 215
2023
Q2 		$612K Buy
7,949
+6,910
+665% +$535K 0.07% 212
2023
Q1 		$78.1K Sell
1,039
-309
-23% -$23K 0.01% 631
2022
Q4 		$106K Sell
1,348
-102
-7% -$7.65K 0.02% 489
2022
Q3 		$102K Buy
1,450
+45
+3% +$3.53K 0.02% 427
2022
Q2 		$113K Buy
1,405
+1,186
+542% +$92.7K 0.03% 344
2022
Q1 		$17K Sell
219
-17
-7% -$1.35K ﹤0.01% 759
2021
Q4 		$21K Buy
+236
New +$18.4K 0.01% 658

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

EverSource Wealth Advisors's CL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 10% in Q2 2026, selling an estimated $86.1K and leaving 8,564 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #411.

EverSource Wealth Advisors first reported a position in CL in Q4 2021 and has held it in 19 quarters since. The position peaked at $814K in Q1 2026. 600 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • EverSource Wealth Advisors held 8,564 shares of Colgate-Palmolive worth $785K as of Q2 2026.
  • EverSource Wealth Advisors sold 984 Colgate-Palmolive shares in Q2 2026, an estimated $86.1K.
  • Colgate-Palmolive made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #411 holding.
  • EverSource Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Colgate-Palmolive position peaked at $814K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.