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

Provenance 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
2025
Q2 		– Sell
-1,440
Closed -$135K – 446
2025
Q1 		$135K Sell
1,440
-4,960
-78% -$444K 0.02% 155
2024
Q4 		$582K Buy
+6,400
New +$611K 0.08% 76

Other funds holding CL

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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

Provenance Wealth Advisors's CL Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 1,440 shares — an estimated $135K sold.

Provenance Wealth Advisors first reported a position in CL in Q4 2024 and held it in 2 quarters. The position peaked at $582K in Q4 2024. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 1,440 Colgate-Palmolive shares in Q2 2025, an estimated $135K.
  • Provenance Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's Colgate-Palmolive position peaked at $582K in Q4 2024.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.