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Physician Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Physician 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 		$47.7K Buy
520
+179
+52% +$15.7K 0.01% 441
2026
Q1 		$29.1K Buy
341
+32
+10% +$2.85K ﹤0.01% 527
2025
Q4 		$24.4K Sell
309
-302
-49% -$23.7K ﹤0.01% 538
2025
Q3 		$48.8K Buy
611
+604
+8,629% +$51.5K 0.01% 381
2025
Q2 		$637 Buy
+7
New +$639 ﹤0.01% 1643

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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

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

Physician Wealth Advisors increased its Colgate-Palmolive (CL) stake by 52% in Q2 2026, buying an estimated $15.7K and bringing the position to 520 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #441.

Physician Wealth Advisors first reported a position in CL in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.8K in Q3 2025. 432 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Physician Wealth Advisors held 520 shares of Colgate-Palmolive worth $47.7K as of Q2 2026.
  • Physician Wealth Advisors bought 179 Colgate-Palmolive shares in Q2 2026, an estimated $15.7K.
  • Colgate-Palmolive made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #441 holding.
  • Physician Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Colgate-Palmolive position peaked at $48.8K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.