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Robertson Stephens Wealth Management’s Colgate-Palmolive CL Stock Holding History

Robertson Stephens Wealth Management’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 		$236K Sell
2,570
-15
-0.6% -$1.31K 0.01% 584
2026
Q1 		$220K Buy
+2,585
New +$230K 0.01% 569
2025
Q3 		– Sell
-2,611
Closed -$237K – 537
2025
Q2 		$237K Buy
2,611
+34
+1% +$3.1K 0.01% 503
2025
Q1 		$241K Sell
2,577
-1,424
-36% -$128K 0.01% 495
2024
Q4 		$364K Buy
4,001
+31
+0.8% +$2.96K 0.01% 427
2024
Q3 		$412K Buy
+3,970
New +$405K 0.01% 452

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Robertson Stephens Wealth Management's CL Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Colgate-Palmolive (CL) stake by 0.58% in Q2 2026, selling an estimated $1.31K and leaving 2,570 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #584.

Robertson Stephens Wealth Management first reported a position in CL in Q3 2024 and has held it in 6 quarters since. The position peaked at $412K in Q3 2024. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,570 shares of Colgate-Palmolive worth $236K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 15 Colgate-Palmolive shares in Q2 2026, an estimated $1.31K.
  • Colgate-Palmolive made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #584 holding.
  • Robertson Stephens Wealth Management first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 6 quarters since.
  • Robertson Stephens Wealth Management's Colgate-Palmolive position peaked at $412K in Q3 2024.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.