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Henrickson Nauta Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Henrickson Nauta 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
Q1 		– Sell
-3,071
Closed -$237K – 110
2025
Q4 		$237K Buy
+3,071
New +$241K 0.04% 109
2024
Q4 		– Sell
-1,941
Closed -$202K – 83
2024
Q3 		$202K Buy
+1,941
New +$198K 0.08% 78
2022
Q1 		– Sell
-1,313
Closed -$110K – 81
2021
Q4 		$110K Buy
+1,313
New +$103K 0.09% 61

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's CL Position: Q1 2026 in Review

Henrickson Nauta Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 3,071 shares — an estimated $237K sold.

Henrickson Nauta Wealth Advisors first reported a position in CL in Q4 2021 and held it in 3 quarters. The position peaked at $237K in Q4 2025. 1,959 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Henrickson Nauta Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 3,071 Colgate-Palmolive shares in Q1 2026, an estimated $237K.
  • Henrickson Nauta Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2021 and held it in 3 quarters.
  • Henrickson Nauta Wealth Advisors's Colgate-Palmolive position peaked at $237K in Q4 2025.
  • 1,959 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.