Concord Wealth Partners’s Clorox CLX Stock Holding History

Concord Wealth Partners’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	$668	Buy	+7	New	+$672	﹤0.01%	795
2026 Q1	–	Sell	-7	Closed	-$706	–	301
2025 Q4	$706	Hold	7	–	–	﹤0.01%	737
2025 Q3	$863	Hold	7	–	–	﹤0.01%	748
2025 Q2	$840	Hold	7	–	–	﹤0.01%	766
2025 Q1	$1.03K	Hold	7	–	–	﹤0.01%	729
2024 Q4	$1.14K	Hold	7	–	–	﹤0.01%	779
2024 Q3	$1.14K	Hold	7	–	–	﹤0.01%	813
2024 Q2	$955	Hold	7	–	–	﹤0.01%	729
2024 Q1	$1.07K	Hold	7	–	–	﹤0.01%	787
2023 Q4	$998	Hold	7	–	–	﹤0.01%	759
2023 Q3	$917	Hold	7	–	–	﹤0.01%	951
2023 Q2	$1.11K	Hold	7	–	–	﹤0.01%	939
2023 Q1	$1.11K	Hold	7	–	–	﹤0.01%	887
2022 Q4	$982	Buy	+7	New	+$994	﹤0.01%	1065
2022 Q3	–	Sell	-27	Closed	-$4K	–	325
2022 Q2	$4K	Hold	27	–	–	﹤0.01%	859
2022 Q1	$4K	Hold	27	–	–	﹤0.01%	946
2021 Q4	$5K	Buy	27 +20	+286%	+$3.33K	﹤0.01%	930
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	812
2021 Q2	$1K	Sell	7 -11	-61%	-$2.01K	﹤0.01%	952
2021 Q1	$3K	Sell	18 -17	-49%	-$3.27K	﹤0.01%	749
2020 Q4	$7K	Buy	+35	New	+$7.24K	0.01%	384

Other funds holding CLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's CLX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Clorox (CLX) in Q2 2026: 7 shares worth $668. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CLX as recently as Q4 2025.

Concord Wealth Partners first reported a position in CLX in Q4 2020 and has held it in 21 quarters since. The position peaked at $7K in Q4 2020. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Concord Wealth Partners held 7 shares of Clorox worth $668 as of Q2 2026.
Clorox was a new Concord Wealth Partners position in Q2 2026.
Clorox made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #795 holding.
Concord Wealth Partners first reported a position in Clorox in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Clorox position peaked at $7K in Q4 2020.
1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.