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Prospect Financial Group’s Colgate-Palmolive CL Stock Holding History

Prospect Financial Group’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
Q2 		– Sell
-2,473
Closed -$232K – 65
2025
Q1 		$232K Sell
2,473
-80
-3% -$7.16K 0.3% 52
2024
Q4 		$232K Buy
+2,553
New +$244K 0.29% 49

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Prospect Financial Group's CL Position: Q2 2025 in Review

Prospect Financial Group sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 2,473 shares — an estimated $232K sold.

Prospect Financial Group first reported a position in CL in Q4 2024 and held it in 2 quarters. The position peaked at $232K in Q4 2024. 1,914 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Prospect Financial Group reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Prospect Financial Group sold 2,473 Colgate-Palmolive shares in Q2 2025, an estimated $232K.
  • Prospect Financial Group first reported a position in Colgate-Palmolive in Q4 2024 and held it in 2 quarters.
  • Prospect Financial Group's Colgate-Palmolive position peaked at $232K in Q4 2024.
  • 1,914 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Prospect Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.