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

Fiduciary 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
Q1 		– Sell
-2,628
Closed -$208K – 67
2025
Q4 		$208K Sell
2,628
-103
-4% -$8.08K 0.09% 86
2025
Q3 		$218K Buy
2,731
+2,123
+349% +$181K 0.09% 84
2025
Q2 		$55.3K Sell
608
-1,678
-73% -$153K 0.05% 62
2025
Q1 		$214K Buy
+2,286
New +$205K 0.19% 41

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Fiduciary Wealth Partners's CL Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 2,628 shares — an estimated $208K sold.

Fiduciary Wealth Partners first reported a position in CL in Q1 2025 and held it in 4 quarters. The position peaked at $218K in Q3 2025. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 2,628 Colgate-Palmolive shares in Q1 2026, an estimated $208K.
  • Fiduciary Wealth Partners first reported a position in Colgate-Palmolive in Q1 2025 and held it in 4 quarters.
  • Fiduciary Wealth Partners's Colgate-Palmolive position peaked at $218K in Q3 2025.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.