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Advus Financial Partners, LLC’s Colgate-Palmolive CL Stock Holding History

Advus Financial Partners, LLC’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
2025
Q3 		– Sell
-2,777
Closed -$252K – 259
2025
Q2 		$252K Buy
2,777
+178
+7% +$16.3K 0.06% 217
2025
Q1 		$244K Sell
2,599
-432
-14% -$38.7K 0.07% 208
2024
Q4 		$276K Buy
3,031
+290
+11% +$27.7K 0.08% 182
2024
Q3 		$285K Buy
2,741
+232
+9% +$23.6K 0.08% 168
2024
Q2 		$243K Buy
+2,509
New +$231K 0.07% 178

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advus Financial Partners, LLC's CL Position: Q3 2025 in Review

Advus Financial Partners, LLC sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 2,777 shares — an estimated $252K sold.

Advus Financial Partners, LLC first reported a position in CL in Q2 2024 and held it in 5 quarters. The position peaked at $285K in Q3 2024. 1,844 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Advus Financial Partners, LLC reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 2,777 Colgate-Palmolive shares in Q3 2025, an estimated $252K.
  • Advus Financial Partners, LLC first reported a position in Colgate-Palmolive in Q2 2024 and held it in 5 quarters.
  • Advus Financial Partners, LLC's Colgate-Palmolive position peaked at $285K in Q3 2024.
  • 1,844 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2025, filed 25 Aug 2026.