Physician Wealth Advisors
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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
Q3 		$47.8K Buy
560
+40
+8% +$3.62K 0.01% 471
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Physician Wealth Advisors's CL Position: Q3 2026 in Review

Physician Wealth Advisors increased its Colgate-Palmolive (CL) stake by 7.7% in Q3 2026, buying an estimated $3.62K and bringing the position to 560 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #471.

Physician Wealth Advisors first reported a position in CL in Q2 2025 and has held it in 6 quarters since. The position peaked at $48.8K in Q3 2025. 1,322 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Physician Wealth Advisors held 560 shares of Colgate-Palmolive worth $47.8K as of Q3 2026.
  • Physician Wealth Advisors bought 40 Colgate-Palmolive shares in Q3 2026, an estimated $3.62K.
  • Colgate-Palmolive made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #471 holding.
  • Physician Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Colgate-Palmolive position peaked at $48.8K in Q3 2025.
  • 1,322 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.