Root Financial Partners
CL icon

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
Q3 		$103K Buy
+1,208
New +$109K ﹤0.01% 726
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's CL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Colgate-Palmolive (CL) in Q3 2026: 1,208 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CL as recently as Q1 2026.

Root Financial Partners first reported a position in CL in Q3 2025 and has held it in 4 quarters since. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Root Financial Partners held 1,208 shares of Colgate-Palmolive worth $103K as of Q3 2026.
  • Colgate-Palmolive was a new Root Financial Partners position in Q3 2026.
  • Colgate-Palmolive made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #726 holding.
  • Root Financial Partners first reported a position in Colgate-Palmolive in Q3 2025 and has held it in 4 quarters since.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.