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

Invenio 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
2025
Q4 		– Sell
-3,585
Closed -$287K – 93
2025
Q3 		$287K Buy
3,585
+288
+9% +$24.6K 0.1% 82
2025
Q2 		$300K Buy
3,297
+749
+29% +$68.4K 0.12% 78
2025
Q1 		$239K Sell
2,548
-95
-4% -$8.51K 0.1% 80
2024
Q4 		$240K Sell
2,643
-35
-1% -$3.34K 0.1% 86
2024
Q3 		$278K Sell
2,678
-49
-2% -$4.99K 0.12% 83
2024
Q2 		$265K Sell
2,727
-31
-1% -$2.86K 0.13% 80
2024
Q1 		$248K Sell
2,758
-50
-2% -$4.24K 0.13% 82
2023
Q4 		$224K Buy
+2,808
New +$211K 0.16% 86

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Invenio Wealth Partners's CL Position: Q4 2025 in Review

Invenio Wealth Partners sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 3,585 shares — an estimated $287K sold.

Invenio Wealth Partners first reported a position in CL in Q4 2023 and held it in 8 quarters. The position peaked at $300K in Q2 2025. 1,892 funds tracked by Wall St. Rank hold CL as of Q4 2025.

  • Invenio Wealth Partners reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
  • Invenio Wealth Partners sold 3,585 Colgate-Palmolive shares in Q4 2025, an estimated $287K.
  • Invenio Wealth Partners first reported a position in Colgate-Palmolive in Q4 2023 and held it in 8 quarters.
  • Invenio Wealth Partners's Colgate-Palmolive position peaked at $300K in Q2 2025.
  • 1,892 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on Invenio Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.