Avidian Wealth Enterprises’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$951K Buy
9,966
+2,124
+27% +$204K 0.03% 330
2026
Q1
$813K Buy
+7,842
New +$889K 0.03% 327
2023
Q2
Sell
-1,760
Closed -$279K 423
2023
Q1
$279K Buy
+1,760
New +$264K 0.02% 398

Other funds holding CLX

Avidian Wealth Enterprises's CLX Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Clorox (CLX) stake by 27% in Q2 2026, buying an estimated $204K and bringing the position to 9,966 shares worth $951K. The position accounts for 0.03% of the portfolio, ranked #330.

Avidian Wealth Enterprises first reported a position in CLX in Q1 2023 and has held it in 3 quarters since. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Avidian Wealth Enterprises held 9,966 shares of Clorox worth $951K as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,124 Clorox shares in Q2 2026, an estimated $204K.
  • Clorox made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #330 holding.
  • Avidian Wealth Enterprises first reported a position in Clorox in Q1 2023 and has held it in 3 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.