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

Invera 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 		$211K Buy
+2,470
New +$220K 0.14% 93

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

Invera Wealth Advisors's CL Position: Q1 2026 in Review

Invera Wealth Advisors opened a new position in Colgate-Palmolive (CL) in Q1 2026: 2,470 shares worth $211K. The stake represents 0.14% of the portfolio and ranks #93 among its holdings.

1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Invera Wealth Advisors held 2,470 shares of Colgate-Palmolive worth $211K as of Q1 2026.
  • Colgate-Palmolive was a new Invera Wealth Advisors position in Q1 2026.
  • Colgate-Palmolive made up 0.14% of Invera Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.