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Nvest Wealth Strategies’s Colgate-Palmolive CL Stock Holding History

Nvest Wealth Strategies’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
-18
Closed -$1.53K – 369
2026
Q1 		$1.53K Buy
+18
New +$1.6K ﹤0.01% 192

Other funds holding CL

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
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

Nvest Wealth Strategies's CL Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 18 shares — an estimated $1.53K sold.

Nvest Wealth Strategies first reported a position in CL in Q1 2026 and held it in 1 quarter. The position peaked at $1.53K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 18 Colgate-Palmolive shares in Q2 2026, an estimated $1.53K.
  • Nvest Wealth Strategies first reported a position in Colgate-Palmolive in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Colgate-Palmolive position peaked at $1.53K in Q1 2026.
  • 1,245 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.