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

FORM 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 		$348K Hold
3,790
– – 0.04% 44
2026
Q1 		$323K Sell
3,790
-46
-1% -$4.1K 0.04% 45
2025
Q4 		$303K Buy
+3,836
New +$301K 0.04% 46
2025
Q2 		$349K Hold
3,836
– – 0.04% 44
2025
Q1 		$359K Buy
+3,836
New +$343K 0.05% 40

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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

FORM Wealth Advisors held its Colgate-Palmolive (CL) position steady in Q2 2026 at 3,790 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #44.

FORM Wealth Advisors first reported a position in CL in Q1 2025 and has held it in 5 quarters since. The position peaked at $359K in Q1 2025. 470 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • FORM Wealth Advisors held 3,790 shares of Colgate-Palmolive worth $348K as of Q2 2026.
  • FORM Wealth Advisors left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.04% of FORM Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • FORM Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's Colgate-Palmolive position peaked at $359K in Q1 2025.
  • 470 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.