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

Precision 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
2025
Q4 		– Sell
-2,937
Closed -$235K – 165
2025
Q3 		$235K Sell
2,937
-201
-6% -$17.1K 0.08% 154
2025
Q2 		$285K Buy
+3,138
New +$286K 0.09% 145

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Precision Wealth Strategies's CL Position: Q4 2025 in Review

Precision Wealth Strategies sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 2,937 shares — an estimated $235K sold.

Precision Wealth Strategies first reported a position in CL in Q2 2025 and held it in 2 quarters. The position peaked at $285K in Q2 2025. 1,892 funds tracked by Wall St. Rank hold CL as of Q4 2025.

  • Precision Wealth Strategies reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,937 Colgate-Palmolive shares in Q4 2025, an estimated $235K.
  • Precision Wealth Strategies first reported a position in Colgate-Palmolive in Q2 2025 and held it in 2 quarters.
  • Precision Wealth Strategies's Colgate-Palmolive position peaked at $285K in Q2 2025.
  • 1,892 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.