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

IAG 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
-6
Closed -$474 – 512
2025
Q4 		$474 Hold
6
– – ﹤0.01% 483
2025
Q3 		$480 Buy
+6
New +$512 ﹤0.01% 498
2021
Q4 		– Sell
-67
Closed -$6K – 406
2021
Q3 		$6K Buy
+67
New +$5.32K ﹤0.01% 309
2020
Q3 		– Sell
-17
Closed -$2K – 373
2020
Q2 		$2K Hold
17
– – ﹤0.01% 344
2020
Q1 		$2K Hold
17
– – ﹤0.01% 327
2019
Q4 		$2K Buy
+17
New +$1.16K ﹤0.01% 363

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

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

IAG Wealth Partners sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 6 shares — an estimated $474 sold.

IAG Wealth Partners first reported a position in CL in Q4 2019 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • IAG Wealth Partners reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 6 Colgate-Palmolive shares in Q1 2026, an estimated $474.
  • IAG Wealth Partners first reported a position in Colgate-Palmolive in Q4 2019 and held it in 6 quarters.
  • IAG Wealth Partners's Colgate-Palmolive position peaked at $6K in Q3 2021.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.