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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
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

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Optivise Advisory Services's CL Position: Q2 2026 in Review

Optivise Advisory Services reduced its Colgate-Palmolive (CL) stake by 8.9% in Q2 2026, selling an estimated $19.5K and leaving 2,293 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #211.

Optivise Advisory Services first reported a position in CL in Q2 2024 and has held it in 9 quarters since. The position peaked at $418K in Q2 2024. 631 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Optivise Advisory Services held 2,293 shares of Colgate-Palmolive worth $210K as of Q2 2026.
  • Optivise Advisory Services sold 223 Colgate-Palmolive shares in Q2 2026, an estimated $19.5K.
  • Colgate-Palmolive made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #211 holding.
  • Optivise Advisory Services first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's Colgate-Palmolive position peaked at $418K in Q2 2024.
  • 631 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.