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Axxcess Wealth Management’s Clorox CLX Stock Holding History

Axxcess Wealth Management’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 		$353K Buy
+3,698
New +$355K 0.01% 816
2026
Q1 		– Sell
-8,137
Closed -$820K – 492
2025
Q4 		$820K Sell
8,137
-2,439
-23% -$265K 0.01% 553
2025
Q3 		$1.3M Sell
10,576
-283
-3% -$35.1K 0.03% 396
2025
Q2 		$1.3M Sell
10,859
-1,599
-13% -$213K 0.03% 367
2025
Q1 		$1.83M Sell
12,458
-1,851
-13% -$283K 0.05% 282
2024
Q4 		$2.32M Buy
14,309
+1,221
+9% +$200K 0.06% 243
2024
Q3 		$2.13M Sell
13,088
-378
-3% -$56K 0.05% 250
2024
Q2 		$1.84M Buy
13,466
+2,582
+24% +$359K 0.05% 268
2024
Q1 		$1.67M Sell
10,884
-5,912
-35% -$883K 0.05% 283
2023
Q4 		$2.39M Buy
16,796
+265
+2% +$35.3K 0.07% 215
2023
Q3 		$2.17M Buy
16,531
+1,839
+13% +$279K 0.07% 198
2023
Q2 		$2.34M Buy
14,692
+5,874
+67% +$947K 0.17% 115
2023
Q1 		$1.4M Buy
8,818
+348
+4% +$52.2K 0.11% 181
2022
Q4 		$1.19M Buy
8,470
+2,299
+37% +$326K 0.1% 196
2022
Q3 		$793K Buy
6,171
+2,022
+49% +$292K 0.08% 229
2022
Q2 		$585K Sell
4,149
-62
-1% -$8.86K 0.05% 275
2022
Q1 		$585K Buy
4,211
+169
+4% +$25.9K 0.05% 324
2021
Q4 		$705K Buy
+4,042
New +$674K 0.05% 287

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Axxcess Wealth Management's CLX Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Clorox (CLX) in Q2 2026: 3,698 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CLX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CLX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.39M in Q4 2023. 479 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Axxcess Wealth Management held 3,698 shares of Clorox worth $353K as of Q2 2026.
  • Clorox was a new Axxcess Wealth Management position in Q2 2026.
  • Clorox made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #816 holding.
  • Axxcess Wealth Management first reported a position in Clorox in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Clorox position peaked at $2.39M in Q4 2023.
  • 479 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.