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CBIZ Investment Advisory Services’s Clorox CLX Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-72
Closed -$7.26K – 471
2025
Q4 		$7.26K Buy
72
+34
+89% +$3.69K ﹤0.01% 443
2025
Q3 		$4.68K Buy
38
+11
+41% +$1.36K ﹤0.01% 454
2025
Q2 		$3.24K Buy
27
+15
+125% +$2K ﹤0.01% 494
2025
Q1 		$1.77K Hold
12
– – ﹤0.01% 489
2024
Q4 		$1.95K Buy
+12
New +$1.96K ﹤0.01% 389

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CBIZ Investment Advisory Services's CLX Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Clorox (CLX) in Q1 2026, closing a stake of 72 shares — an estimated $7.26K sold.

CBIZ Investment Advisory Services first reported a position in CLX in Q4 2024 and held it in 5 quarters. The position peaked at $7.26K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Clorox position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 72 Clorox shares in Q1 2026, an estimated $7.26K.
  • CBIZ Investment Advisory Services first reported a position in Clorox in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Clorox position peaked at $7.26K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.