Wealthspire Advisors (New York)’s Colgate-Palmolive CL Stock Holding History

Wealthspire Advisors (New York)’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	$1.14M	Sell	13,370 -3,061	-19%	-$273K	0.01%	383
2025 Q4	$1.3M	Sell	16,431 -7,685	-32%	-$603K	0.01%	375
2025 Q3	$1.93M	Sell	24,116 -1,422	-6%	-$121K	0.01%	282
2025 Q2	$2.32M	Buy	25,538 +300	+1%	+$27.4K	0.01%	259
2025 Q1	$2.36M	Buy	25,238 +12,339	+96%	+$1.1M	0.01%	252
2024 Q4	$1.17M	Sell	12,899 -343	-3%	-$32.7K	0.01%	341
2024 Q3	$1.37M	Buy	13,242 +9,389	+244%	+$957K	0.01%	315
2024 Q2	$374K	Buy	3,853 +111	+3%	+$10.2K	﹤0.01%	487
2024 Q1	$337K	Sell	3,742 -217	-5%	-$18.4K	﹤0.01%	500
2023 Q4	$316K	Buy	3,959 +818	+26%	+$61.5K	﹤0.01%	511
2023 Q3	$223K	Buy	+3,141	New	+$235K	﹤0.01%	549
2023 Q1	–	Sell	-4,155	Closed	-$327K	–	547
2022 Q4	$327K	Buy	+4,155	New	+$312K	0.01%	441
2022 Q1	–	Sell	-3,521	Closed	-$301K	–	453
2021 Q4	$301K	Sell	3,521 -94	-3%	-$7.34K	0.01%	421
2021 Q3	$273K	Buy	+3,615	New	+$287K	0.01%	479
2021 Q2	–	Sell	-12,955	Closed	-$1.02M	–	427
2021 Q1	$1.02M	Buy	12,955 +5,690	+78%	+$446K	0.02%	263
2020 Q4	$621K	Buy	7,265 +3,103	+75%	+$257K	0.02%	267
2020 Q3	$321K	Buy	4,162 +58	+1%	+$4.42K	0.02%	230
2020 Q2	$301K	Sell	4,104 -6,184	-60%	-$439K	0.02%	208
2020 Q1	$683K	Buy	+10,288	New	+$726K	0.03%	251
2019 Q1	–	Sell	-972	Closed	-$58K	–	185
2018 Q4	$58K	Buy	+972	New	+$60.8K	0.01%	166

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthspire Advisors (New York)'s CL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Colgate-Palmolive (CL) stake by 19% in Q1 2026, selling an estimated $273K and leaving 13,370 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #383.

Wealthspire Advisors (New York) first reported a position in CL in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.36M in Q1 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Wealthspire Advisors (New York) held 13,370 shares of Colgate-Palmolive worth $1.14M as of Q1 2026.
Wealthspire Advisors (New York) sold 3,061 Colgate-Palmolive shares in Q1 2026, an estimated $273K.
Colgate-Palmolive made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #383 holding.
Wealthspire Advisors (New York) first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s Colgate-Palmolive position peaked at $2.36M in Q1 2025.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.