AE Wealth Management’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$867K Buy
8,368
+1,687
+25% +$191K ﹤0.01% 882
2025
Q4
$674K Buy
6,681
+1,173
+21% +$127K ﹤0.01% 934
2025
Q3
$679K Buy
5,508
+875
+19% +$109K ﹤0.01% 864
2025
Q2
$556K Buy
4,633
+317
+7% +$42.3K ﹤0.01% 889
2025
Q1
$636K Sell
4,316
-187
-4% -$28.6K 0.01% 846
2024
Q4
$731K Buy
4,503
+921
+26% +$151K 0.01% 782
2024
Q3
$584K Sell
3,582
-2,395
-40% -$355K 0.01% 844
2024
Q2
$816K Buy
5,977
+2,987
+100% +$415K 0.01% 754
2024
Q1
$458K Sell
2,990
-11,064
-79% -$1.65M 0.01% 845
2023
Q4
$2.03M Buy
14,054
+3,234
+30% +$431K 0.01% 900
2023
Q3
$1.42M Sell
10,820
-2,461
-19% -$374K 0.01% 963
2023
Q2
$2.11M Sell
13,281
-258
-2% -$41.6K 0.01% 829
2023
Q1
$2.14M Sell
13,539
-1,609
-11% -$241K 0.01% 768
2022
Q4
$2.13M Buy
15,148
+769
+5% +$109K 0.02% 721
2022
Q3
$1.85M Buy
14,379
+965
+7% +$139K 0.01% 728
2022
Q2
$1.89M Buy
13,414
+3,195
+31% +$456K 0.02% 690
2022
Q1
$1.42M Buy
10,219
+2,662
+35% +$408K 0.01% 803
2021
Q4
$1.32M Sell
7,557
-2,402
-24% -$400K 0.01% 836
2021
Q3
$1.65M Sell
9,959
-279
-3% -$48K 0.01% 706
2021
Q2
$1.84M Sell
10,238
-5,283
-34% -$964K 0.02% 660
2021
Q1
$2.99M Sell
15,521
-4,034
-21% -$777K 0.03% 454
2020
Q4
$3.95M Sell
19,555
-335
-2% -$69.3K 0.04% 315
2020
Q3
$4.18M Buy
19,890
+4,155
+26% +$925K 0.06% 262
2020
Q2
$3.45M Buy
15,735
+4,739
+43% +$947K 0.05% 282
2020
Q1
$1.91M Sell
10,996
-668
-6% -$110K 0.04% 323
2019
Q4
$1.79M Buy
11,664
+1,473
+14% +$220K 0.04% 369
2019
Q3
$1.55M Buy
10,191
+527
+5% +$83.3K 0.04% 333
2019
Q2
$1.48M Buy
9,664
+1,958
+25% +$299K 0.04% 305
2019
Q1
$1.24M Buy
7,706
+2,318
+43% +$360K 0.09% 189
2018
Q4
$831K Sell
5,388
-860
-14% -$134K 0.14% 172
2018
Q3
$940K Sell
6,248
-803
-11% -$114K 0.05% 226
2018
Q2
$954K Sell
7,051
-2,144
-23% -$265K 0.06% 171
2018
Q1
$1.22M Buy
9,195
+2,757
+43% +$370K 0.09% 135
2017
Q4
$958K Buy
6,438
+856
+15% +$116K 0.08% 173
2017
Q3
$736K Buy
5,582
+693
+14% +$93.1K 0.07% 192
2017
Q2
$651K Buy
4,889
+2,033
+71% +$274K 0.08% 199
2017
Q1
$385K Buy
+2,856
New +$370K 0.07% 193

Other funds holding CLX

AE Wealth Management's CLX Position: Q1 2026 in Review

AE Wealth Management increased its Clorox (CLX) stake by 25% in Q1 2026, buying an estimated $191K and bringing the position to 8,368 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

AE Wealth Management first reported a position in CLX in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.18M in Q3 2020. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • AE Wealth Management held 8,368 shares of Clorox worth $867K as of Q1 2026.
  • AE Wealth Management bought 1,687 Clorox shares in Q1 2026, an estimated $191K.
  • Clorox made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #882 holding.
  • AE Wealth Management first reported a position in Clorox in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's Clorox position peaked at $4.18M in Q3 2020.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.