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United Advisor Group’s Colgate-Palmolive CL Stock Holding History

United Advisor Group’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 		$290K Buy
3,397
+478
+16% +$43.3K 0.03% 461
2026
Q2 		$268K Buy
2,919
+158
+6% +$13.8K 0.03% 451
2026
Q1 		$235K Buy
2,761
+133
+5% +$11.9K 0.03% 453
2025
Q4 		$208K Buy
+2,628
New +$206K 0.03% 463

Other funds holding CL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

United Advisor Group's CL Position: Q3 2026 in Review

United Advisor Group increased its Colgate-Palmolive (CL) stake by 16% in Q3 2026, buying an estimated $43.3K and bringing the position to 3,397 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #461.

United Advisor Group first reported a position in CL in Q4 2025 and has held it in 4 quarters since. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • United Advisor Group held 3,397 shares of Colgate-Palmolive worth $290K as of Q3 2026.
  • United Advisor Group bought 478 Colgate-Palmolive shares in Q3 2026, an estimated $43.3K.
  • Colgate-Palmolive made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #461 holding.
  • United Advisor Group first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 4 quarters since.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.