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Unique Wealth Strategies’s Colgate-Palmolive CL Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-6,097
Closed -$554K – 219
2025
Q2 		$554K Sell
6,097
-408
-6% -$37.2K 0.23% 138
2025
Q1 		$609K Buy
6,505
+160
+3% +$14.3K 0.28% 87
2024
Q4 		$577K Buy
6,345
+1,903
+43% +$182K 0.25% 106
2024
Q3 		$461K Buy
4,442
+4,387
+7,976% +$447K 0.19% 163
2024
Q2 		$4.95K Buy
+55
New +$5.07K ﹤0.01% 390

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Unique Wealth Strategies's CL Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 6,097 shares — an estimated $554K sold.

Unique Wealth Strategies first reported a position in CL in Q2 2024 and held it in 5 quarters. The position peaked at $609K in Q1 2025. 1,842 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Unique Wealth Strategies reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 6,097 Colgate-Palmolive shares in Q3 2025, an estimated $554K.
  • Unique Wealth Strategies first reported a position in Colgate-Palmolive in Q2 2024 and held it in 5 quarters.
  • Unique Wealth Strategies's Colgate-Palmolive position peaked at $609K in Q1 2025.
  • 1,842 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.