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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Cassaday & Co Wealth Management's CLX Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Clorox (CLX) in Q1 2026: 828 shares worth $85.8K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Cassaday & Co Wealth Management previously reported a position in CLX as recently as Q1 2025.

Cassaday & Co Wealth Management first reported a position in CLX in Q1 2024 and has held it in 5 quarters since. The position peaked at $239K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Cassaday & Co Wealth Management held 828 shares of Clorox worth $85.8K as of Q1 2026.
  • Clorox was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Clorox made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #493 holding.
  • Cassaday & Co Wealth Management first reported a position in Clorox in Q1 2024 and has held it in 5 quarters since.
  • Cassaday & Co Wealth Management's Clorox position peaked at $239K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.