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Root Financial Partners’s Colgate-Palmolive CL Stock Holding History

Root Financial Partners’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 		– Sell
-1,044
Closed -$89K – 940
2026
Q1 		$89K Buy
1,044
+101
+11% +$9K ﹤0.01% 617
2025
Q4 		$74.5K Buy
943
+11
+1% +$862 ﹤0.01% 573
2025
Q3 		$74.5K Buy
+932
New +$79.5K ﹤0.01% 535

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 $3.37T 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
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

Root Financial Partners's CL Position: Q2 2026 in Review

Root Financial Partners sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 1,044 shares — an estimated $89K sold.

Root Financial Partners first reported a position in CL in Q3 2025 and held it in 3 quarters. The position peaked at $89K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Root Financial Partners reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,044 Colgate-Palmolive shares in Q2 2026, an estimated $89K.
  • Root Financial Partners first reported a position in Colgate-Palmolive in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Colgate-Palmolive position peaked at $89K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.