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Roxbury Financial’s Colgate-Palmolive CL Stock Holding History

Roxbury Financial’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 		$46.3K Buy
505
+2
+0.4% +$175 0.04% 207
2026
Q1 		$42.9K Sell
503
-52
-9% -$4.63K 0.04% 202
2025
Q4 		$43.9K Buy
555
+2
+0.4% +$157 0.04% 195
2025
Q3 		$44.2K Buy
553
+101
+22% +$8.62K 0.04% 189
2025
Q2 		$41K Buy
452
+2
+0.4% +$183 0.04% 192
2025
Q1 		$41K Buy
450
+2
+0.4% +$179 0.04% 182
2024
Q4 		$43.4K Buy
+448
New +$42.8K 0.04% 174

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Roxbury Financial's CL Position: Q2 2026 in Review

Roxbury Financial increased its Colgate-Palmolive (CL) stake by 0.4% in Q2 2026, buying an estimated $175 and bringing the position to 505 shares worth $46.3K. The position accounts for 0.04% of the portfolio, ranked #207.

Roxbury Financial first reported a position in CL in Q4 2024 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Roxbury Financial held 505 shares of Colgate-Palmolive worth $46.3K as of Q2 2026.
  • Roxbury Financial bought 2 Colgate-Palmolive shares in Q2 2026, an estimated $175.
  • Colgate-Palmolive made up 0.04% of Roxbury Financial's portfolio in Q2 2026, its #207 holding.
  • Roxbury Financial first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 7 quarters since.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.