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

Wealth Enhancement Trust 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 		$81K Buy
884
+319
+56% +$27.9K 0.01% 407
2026
Q1 		$48.2K Sell
565
-42
-7% -$3.74K 0.01% 460
2025
Q4 		$48K Buy
+607
New +$47.6K 0.01% 437

Other funds holding CL

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Colgate-Palmolive (CL) stake by 56% in Q2 2026, buying an estimated $27.9K and bringing the position to 884 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #407.

Wealth Enhancement Trust Services first reported a position in CL in Q4 2025 and has held it in 3 quarters since. 1,637 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Wealth Enhancement Trust Services held 884 shares of Colgate-Palmolive worth $81K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 319 Colgate-Palmolive shares in Q2 2026, an estimated $27.9K.
  • Colgate-Palmolive made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #407 holding.
  • Wealth Enhancement Trust Services first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • 1,637 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

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