Wealth Enhancement Trust Services
CL icon

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
Q3 		$47K Sell
551
-333
-38% -$30.1K 0.01% 464
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

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Vanguard Portfolio Management
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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

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

Wealth Enhancement Trust Services reduced its Colgate-Palmolive (CL) stake by 38% in Q3 2026, selling an estimated $30.1K and leaving 551 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #464.

Wealth Enhancement Trust Services first reported a position in CL in Q4 2025 and has held it in 4 quarters since. The position peaked at $81K in Q2 2026. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Wealth Enhancement Trust Services held 551 shares of Colgate-Palmolive worth $47K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 333 Colgate-Palmolive shares in Q3 2026, an estimated $30.1K.
  • Colgate-Palmolive made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #464 holding.
  • Wealth Enhancement Trust Services first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Colgate-Palmolive position peaked at $81K in Q2 2026.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.