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 Q2	–	Sell	-2,470	Closed	-$211K	–	134
2026 Q1	$211K	Buy	+2,470	New	+$220K	0.14%	93

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invera Wealth Advisors's CL Position: Q2 2026 in Review

Invera Wealth Advisors sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 2,470 shares — an estimated $211K sold.

Invera Wealth Advisors first reported a position in CL in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Invera Wealth Advisors reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
Invera Wealth Advisors sold 2,470 Colgate-Palmolive shares in Q2 2026, an estimated $211K.
Invera Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2026 and held it in 1 quarter.
Invera Wealth Advisors's Colgate-Palmolive position peaked at $211K in Q1 2026.
2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.