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Aegis Wealth Management (Iowa)’s Clorox CLX Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$724K Sell
7,582
-283
-4% -$27.2K 0.47% 48
2026
Q1 		$815K Sell
7,865
-265
-3% -$30K 0.64% 36
2025
Q4 		$820K Buy
+8,130
New +$883K 0.64% 35

Other funds holding CLX

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s CLX Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) reduced its Clorox (CLX) stake by 3.6% in Q2 2026, selling an estimated $27.2K and leaving 7,582 shares worth $724K. The position accounts for 0.47% of the portfolio, ranked #48.

Aegis Wealth Management (Iowa) first reported a position in CLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $820K in Q4 2025. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 7,582 shares of Clorox worth $724K as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 283 Clorox shares in Q2 2026, an estimated $27.2K.
  • Clorox made up 0.47% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #48 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Clorox in Q4 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Iowa)'s Clorox position peaked at $820K in Q4 2025.
  • 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.