Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Colgate-Palmolive CL Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$25.1M Buy
282,450
+60,640
+27% +$5.31M 0.04% 373
2026
Q1 		$18.6M Sell
221,810
-79,740
-26% -$7.11M 0.04% 417
2025
Q4 		$23.3M Sell
301,550
-57,264
-16% -$4.49M 0.03% 439
2025
Q3 		$28.4M Buy
358,814
+9,637
+3% +$822K 0.04% 357
2025
Q2 		$32.4M Buy
349,177
+19,351
+6% +$1.77M 0.05% 306
2025
Q1 		$30.9M Buy
329,826
+63,419
+24% +$5.68M 0.06% 300
2024
Q4 		$24.2M Buy
266,407
+11,484
+5% +$1.1M 0.05% 332
2024
Q3 		$26.5M Buy
254,923
+35,986
+16% +$3.67M 0.06% 304
2024
Q2 		$21.2M Buy
218,937
+12,988
+6% +$1.2M 0.05% 318
2024
Q1 		$18.5M Buy
205,949
+10,844
+6% +$919K 0.05% 337
2023
Q4 		$15.6M Buy
195,105
+28,858
+17% +$2.17M 0.05% 348
2023
Q3 		$11.8M Buy
166,247
+160,200
+2,649% +$12M 0.04% 370
2023
Q2 		$466K Sell
6,047
-22,580
-79% -$1.75M 0.01% 362
2023
Q1 		$2.15M Buy
+28,627
New +$2.13M 0.03% 210
2020
Q4 		– Sell
-20,273
Closed -$1.64M – 222
2020
Q3 		$1.64M Sell
20,273
-13,034
-39% -$994K 0.04% 144
2020
Q2 		$2.47M Buy
33,307
+6,322
+23% +$449K 0.07% 106
2020
Q1 		$1.92M Sell
26,985
-10,914
-29% -$770K 0.07% 112
2019
Q4 		$2.61M Buy
37,899
+21,812
+136% +$1.49M 0.09% 92
2019
Q3 		$1.13M Sell
16,087
-1,530
-9% -$111K 0.05% 141
2019
Q2 		$1.33M Buy
+17,617
New +$1.25M 0.06% 124
2016
Q4 		– Sell
-20,668
Closed -$1.51M – 144
2016
Q3 		$1.51M Sell
20,668
-6,433
-24% -$476K 0.22% 65
2016
Q2 		$1.98M Buy
27,101
+2,898
+12% +$206K 0.36% 42
2016
Q1 		$1.71M Buy
24,203
+2,512
+12% +$167K 0.35% 38
2015
Q4 		$1.45M Buy
+21,691
New +$1.44M 0.37% 47

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's CL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Colgate-Palmolive (CL) stake by 27% in Q2 2026, buying an estimated $5.31M and bringing the position to 282,450 shares worth $25.1M. The position accounts for 0.04% of the portfolio, ranked #373.

Wealth Enhancement Advisory Services first reported a position in CL in Q4 2015 and has held it in 24 quarters since. The position peaked at $32.4M in Q2 2025. 432 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 282,450 shares of Colgate-Palmolive worth $25.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 60,640 Colgate-Palmolive shares in Q2 2026, an estimated $5.31M.
  • Colgate-Palmolive made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #373 holding.
  • Wealth Enhancement Advisory Services first reported a position in Colgate-Palmolive in Q4 2015 and has held it in 24 quarters since.
  • Wealth Enhancement Advisory Services's Colgate-Palmolive position peaked at $32.4M in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.