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

Sax 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
2026
Q2 		$1.83M Buy
21,505
+1,466
+7% +$128K 0.07% 159
2026
Q1 		$1.58M Hold
20,039
– – 0.08% 139
2025
Q4 		$1.58M Buy
20,039
+1,313
+7% +$103K 0.07% 142
2025
Q3 		$1.5M Sell
18,726
-615
-3% -$52.5K 0.08% 131
2025
Q2 		$1.76M Sell
19,341
-4,219
-18% -$385K 0.11% 111
2025
Q1 		$2.21M Buy
23,560
+796
+3% +$71.3K 0.16% 87
2024
Q4 		$2.07M Buy
22,764
+18,485
+432% +$1.76M 0.16% 74
2024
Q3 		$444K Buy
4,279
+1,813
+74% +$185K 0.04% 171
2024
Q2 		$239K Buy
2,466
+29
+1% +$2.67K 0.02% 243
2024
Q1 		$219K Buy
+2,437
New +$206K 0.03% 177
2022
Q3 		– Sell
-2,552
Closed -$205K – 162
2022
Q2 		$205K Buy
+2,552
New +$200K 0.05% 156
2022
Q1 		– Sell
-2,549
Closed -$218K – 176
2021
Q4 		$218K Buy
+2,549
New +$199K 0.05% 168
2021
Q3 		– Sell
-2,547
Closed -$207K – 171
2021
Q2 		$207K Buy
2,547
+1
+0% +$82 0.07% 149
2021
Q1 		$201K Buy
2,546
+1
+0% +$78 0.07% 142
2020
Q4 		$218K Buy
+2,545
New +$210K 0.1% 118

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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Sax Wealth Advisors's CL Position: Q2 2026 in Review

Sax Wealth Advisors increased its Colgate-Palmolive (CL) stake by 7.3% in Q2 2026, buying an estimated $128K and bringing the position to 21,505 shares worth $1.83M. The position accounts for 0.07% of the portfolio, ranked #159.

Sax Wealth Advisors first reported a position in CL in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.21M in Q1 2025. 427 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Sax Wealth Advisors held 21,505 shares of Colgate-Palmolive worth $1.83M as of Q2 2026.
  • Sax Wealth Advisors bought 1,466 Colgate-Palmolive shares in Q2 2026, an estimated $128K.
  • Colgate-Palmolive made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Sax Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 15 quarters since.
  • Sax Wealth Advisors's Colgate-Palmolive position peaked at $2.21M in Q1 2025.
  • 427 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.