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Strategic Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Strategic Wealth 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
2025
Q4 		– Sell
-33
Closed -$2.64K – 1473
2025
Q3 		$2.64K Hold
33
– – ﹤0.01% 1138
2025
Q2 		$3K Buy
+33
New +$3.01K ﹤0.01% 973

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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's CL Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 33 shares — an estimated $2.64K sold.

Strategic Wealth Partners first reported a position in CL in Q2 2025 and held it in 2 quarters. The position peaked at $3K in Q2 2025. 1,887 funds tracked by Wall St. Rank hold CL as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 33 Colgate-Palmolive shares in Q4 2025, an estimated $2.64K.
  • Strategic Wealth Partners first reported a position in Colgate-Palmolive in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's Colgate-Palmolive position peaked at $3K in Q2 2025.
  • 1,887 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.