Optivise Advisory Services
CL icon

Optivise Advisory Services’s Colgate-Palmolive CL Stock Holding History

Optivise Advisory Services’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
Q3 		– Sell
-2,293
Closed -$210K – 239
2026
Q2 		$210K Sell
2,293
-223
-9% -$19.5K 0.11% 211
2026
Q1 		$214K Sell
2,516
-442
-15% -$39.4K 0.13% 175
2025
Q4 		$234K Buy
2,958
+236
+9% +$18.5K 0.13% 168
2025
Q3 		$218K Sell
2,722
-1,542
-36% -$132K 0.13% 176
2025
Q2 		$388K Buy
4,264
+103
+2% +$9.4K 0.2% 113
2025
Q1 		$390K Sell
4,161
-20
-0.5% -$1.79K 0.22% 103
2024
Q4 		$380K Buy
4,181
+224
+6% +$21.4K 0.2% 107
2024
Q3 		$411K Sell
3,957
-351
-8% -$35.8K 0.22% 95
2024
Q2 		$418K Buy
+4,308
New +$397K 0.23% 95

Other funds holding CL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Optivise Advisory Services's CL Position: Q3 2026 in Review

Optivise Advisory Services sold out of Colgate-Palmolive (CL) in Q3 2026, closing a stake of 2,293 shares — an estimated $210K sold.

Optivise Advisory Services first reported a position in CL in Q2 2024 and held it in 9 quarters. The position peaked at $418K in Q2 2024. 593 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Optivise Advisory Services reported no remaining Colgate-Palmolive position as of Q3 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 2,293 Colgate-Palmolive shares in Q3 2026, an estimated $210K.
  • Optivise Advisory Services first reported a position in Colgate-Palmolive in Q2 2024 and held it in 9 quarters.
  • Optivise Advisory Services's Colgate-Palmolive position peaked at $418K in Q2 2024.
  • 593 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.