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Holos Integrated Wealth’s Colgate-Palmolive CL Stock Holding History

Holos Integrated Wealth’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 		$50.4K Hold
530
– – 0.02% 157
2026
Q1 		$44.1K Hold
530
– – 0.02% 168
2025
Q4 		$41.2K Hold
530
– – 0.02% 127
2025
Q3 		$41.3K Hold
530
– – 0.02% 124
2025
Q2 		$44.9K Hold
530
– – 0.03% 117
2025
Q1 		$49.7K Hold
530
– – 0.03% 113
2024
Q4 		$48.2K Buy
+530
New +$50.6K 0.03% 110

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

Holos Integrated Wealth's CL Position: Q2 2026 in Review

Holos Integrated Wealth held its Colgate-Palmolive (CL) position steady in Q2 2026 at 530 shares worth $50.4K. The position accounts for 0.02% of the portfolio, ranked #157.

Holos Integrated Wealth first reported a position in CL in Q4 2024 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Holos Integrated Wealth held 530 shares of Colgate-Palmolive worth $50.4K as of Q2 2026.
  • Holos Integrated Wealth left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #157 holding.
  • Holos Integrated Wealth first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 7 quarters since.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.