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
Q3 		$25.7M Buy
304,312
+21,862
+8% +$1.98M 0.04% 412
2026
Q2 		$25.1M Buy
282,450
+60,640
+27% +$5.31M 0.04% 374
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 		$1.44M Buy
+21,691
New +$1.44M 0.37% 47

Other funds holding CL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's CL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Colgate-Palmolive (CL) stake by 7.7% in Q3 2026, buying an estimated $1.98M and bringing the position to 304,312 shares worth $25.7M. The position accounts for 0.04% of the portfolio, ranked #412.

Wealth Enhancement Advisory Services first reported a position in CL in Q4 2015 and has held it in 25 quarters since. The position peaked at $32.4M in Q2 2025. 1,322 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 304,312 shares of Colgate-Palmolive worth $25.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 21,862 Colgate-Palmolive shares in Q3 2026, an estimated $1.98M.
  • Colgate-Palmolive made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #412 holding.
  • Wealth Enhancement Advisory Services first reported a position in Colgate-Palmolive in Q4 2015 and has held it in 25 quarters since.
  • Wealth Enhancement Advisory Services's Colgate-Palmolive position peaked at $32.4M in Q2 2025.
  • 1,322 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.