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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

United Advisor Group's CL Position: Q1 2026 in Review

United Advisor Group increased its Colgate-Palmolive (CL) stake by 5.1% in Q1 2026, buying an estimated $11.9K and bringing the position to 2,761 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #453.

United Advisor Group first reported a position in CL in Q4 2025 and has held it in 2 quarters since. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • United Advisor Group held 2,761 shares of Colgate-Palmolive worth $235K as of Q1 2026.
  • United Advisor Group bought 133 Colgate-Palmolive shares in Q1 2026, an estimated $11.9K.
  • Colgate-Palmolive made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #453 holding.
  • United Advisor Group first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 2 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.