Spire Wealth Management
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Spire Wealth Management’s Colgate-Palmolive CL Stock Holding History

Spire 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
Q3 		$2.78M Buy
32,621
+25,503
+358% +$2.31M 0.09% 209
2026
Q2 		$653K Sell
7,118
-16,452
-70% -$1.44M 0.02% 492
2026
Q1 		$2.01M Buy
23,570
+20,918
+789% +$1.86M 0.07% 259
2025
Q4 		$210K Sell
2,652
-79
-3% -$6.19K 0.01% 779
2025
Q3 		$218K Sell
2,731
-1,124
-29% -$95.9K 0.01% 759
2025
Q2 		$350K Sell
3,855
-1,152
-23% -$105K 0.01% 600
2025
Q1 		$469K Sell
5,007
-2,168
-30% -$194K 0.02% 574
2024
Q4 		$652K Sell
7,175
-14,472
-67% -$1.38M 0.02% 495
2024
Q3 		$2.25M Buy
21,647
+16,537
+324% +$1.69M 0.08% 210
2024
Q2 		$496K Sell
5,110
-64,437
-93% -$5.94M 0.02% 489
2024
Q1 		$6.26M Sell
69,547
-1,205
-2% -$102K 0.11% 128
2023
Q4 		$5.69M Buy
70,752
+9,639
+16% +$725K 0.19% 117
2023
Q3 		$4.35M Buy
61,113
+54,578
+835% +$4.08M 0.17% 130
2023
Q2 		$503K Sell
6,535
-418
-6% -$32.4K 0.02% 485
2023
Q1 		$523K Buy
6,953
+1,660
+31% +$123K 0.02% 480
2022
Q4 		$417K Buy
5,293
+346
+7% +$25.9K 0.02% 389
2022
Q3 		$348K Sell
4,947
-1,664
-25% -$130K 0.02% 403
2022
Q2 		$530K Sell
6,611
-472
-7% -$36.9K 0.02% 450
2022
Q1 		$537K Sell
7,083
-11,035
-61% -$874K 0.01% 555
2021
Q4 		$1.55M Buy
18,118
+9,321
+106% +$728K 0.03% 351
2021
Q3 		$665K Buy
8,797
+1,030
+13% +$81.8K 0.02% 515
2021
Q2 		$632K Sell
7,767
-8,895
-53% -$727K 0.02% 544
2021
Q1 		$1.31M Buy
+16,662
New +$1.31M 0.03% 371

Other funds holding CL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Spire Wealth Management's CL Position: Q3 2026 in Review

Spire Wealth Management increased its Colgate-Palmolive (CL) stake by 358% in Q3 2026, buying an estimated $2.31M and bringing the position to 32,621 shares worth $2.78M. The position accounts for 0.09% of the portfolio, ranked #209.

Spire Wealth Management first reported a position in CL in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.26M in Q1 2024. 861 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Spire Wealth Management held 32,621 shares of Colgate-Palmolive worth $2.78M as of Q3 2026.
  • Spire Wealth Management bought 25,503 Colgate-Palmolive shares in Q3 2026, an estimated $2.31M.
  • Colgate-Palmolive made up 0.09% of Spire Wealth Management's portfolio in Q3 2026, its #209 holding.
  • Spire Wealth Management first reported a position in Colgate-Palmolive in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Colgate-Palmolive position peaked at $6.26M in Q1 2024.
  • 861 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.