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Cassaday & Co Wealth Management’s Clorox CLX Stock Holding History

Cassaday & Co 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 		$78.2K Sell
819
-9
-1% -$864 ﹤0.01% 536
2026
Q1 		$85.8K Buy
+828
New +$93.9K ﹤0.01% 493
2025
Q2 		– Sell
-1,489
Closed -$219K – 335
2025
Q1 		$219K Buy
1,489
+19
+1% +$2.9K 0.01% 297
2024
Q4 		$239K Buy
1,470
+51
+4% +$8.34K 0.01% 289
2024
Q3 		$231K Buy
+1,419
New +$210K 0.01% 281
2024
Q2 		– Sell
-1,326
Closed -$203K – 293
2024
Q1 		$203K Buy
+1,326
New +$198K 0.01% 280

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

Cassaday & Co Wealth Management's CLX Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Clorox (CLX) stake by 1.1% in Q2 2026, selling an estimated $864 and leaving 819 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Cassaday & Co Wealth Management first reported a position in CLX in Q1 2024 and has held it in 6 quarters since. The position peaked at $239K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Cassaday & Co Wealth Management held 819 shares of Clorox worth $78.2K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 9 Clorox shares in Q2 2026, an estimated $864.
  • Clorox made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #536 holding.
  • Cassaday & Co Wealth Management first reported a position in Clorox in Q1 2024 and has held it in 6 quarters since.
  • Cassaday & Co Wealth Management's Clorox position peaked at $239K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.