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Bernard Wealth Management’s Clorox CLX Stock Holding History

Bernard 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 		$9.54K Sell
100
-10
-9% -$960 ﹤0.01% 237
2026
Q1 		$11.4K Hold
110
– – ﹤0.01% 220
2025
Q4 		$11.1K Hold
110
– – ﹤0.01% 214
2025
Q3 		$13.6K Hold
110
– – 0.01% 207
2025
Q2 		$13.2K Hold
110
– – 0.01% 206
2025
Q1 		$16.2K Hold
110
– – 0.01% 197
2024
Q4 		$17.9K Buy
+110
New +$18K 0.01% 187

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

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

Bernard Wealth Management reduced its Clorox (CLX) stake by 9.1% in Q2 2026, selling an estimated $960 and leaving 100 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Bernard Wealth Management first reported a position in CLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Bernard Wealth Management held 100 shares of Clorox worth $9.54K as of Q2 2026.
  • Bernard Wealth Management sold 10 Clorox shares in Q2 2026, an estimated $960.
  • Clorox made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Bernard Wealth Management first reported a position in Clorox in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Clorox position peaked at $17.9K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.