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National Wealth Management Group’s Colgate-Palmolive CL Stock Holding History

National Wealth Management Group’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 		$232K Sell
2,531
-44
-2% -$3.85K 0.07% 204
2026
Q1 		$219K Sell
2,575
-414
-14% -$36.9K 0.08% 203
2025
Q4 		$236K Sell
2,989
-1,944
-39% -$152K 0.08% 215
2025
Q3 		$394K Buy
+4,933
New +$421K 0.15% 155
2024
Q4 		– Sell
-3,676
Closed -$382K – 155
2024
Q3 		$382K Buy
+3,676
New +$375K 0.26% 92

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

National Wealth Management Group's CL Position: Q2 2026 in Review

National Wealth Management Group reduced its Colgate-Palmolive (CL) stake by 1.7% in Q2 2026, selling an estimated $3.85K and leaving 2,531 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #204.

National Wealth Management Group first reported a position in CL in Q3 2024 and has held it in 5 quarters since. The position peaked at $394K in Q3 2025. 527 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • National Wealth Management Group held 2,531 shares of Colgate-Palmolive worth $232K as of Q2 2026.
  • National Wealth Management Group sold 44 Colgate-Palmolive shares in Q2 2026, an estimated $3.85K.
  • Colgate-Palmolive made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #204 holding.
  • National Wealth Management Group first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 5 quarters since.
  • National Wealth Management Group's Colgate-Palmolive position peaked at $394K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.