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Concurrent Investment Advisors’s Clorox CLX Stock Holding History

Concurrent Investment Advisors’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 		$1.33M Buy
12,866
+59
+0.5% +$6.69K 0.01% 763
2025
Q4 		$1.29M Sell
12,807
-6,664
-34% -$723K 0.01% 725
2025
Q3 		$2.4M Sell
19,471
-637
-3% -$79.1K 0.04% 419
2025
Q2 		$2.41M Buy
20,108
+232
+1% +$31K 0.05% 385
2025
Q1 		$2.93M Buy
19,876
+4,589
+30% +$701K 0.07% 289
2024
Q4 		$2.48M Sell
15,287
-797
-5% -$130K 0.07% 280
2024
Q3 		$2.62M Buy
16,084
+760
+5% +$113K 0.08% 245
2024
Q2 		$2.09M Buy
15,324
+5,358
+54% +$744K 0.07% 267
2024
Q1 		$1.53M Sell
9,966
-1,120
-10% -$167K 0.06% 291
2023
Q4 		$1.58M Buy
+11,086
New +$1.48M 0.07% 262

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

Concurrent Investment Advisors's CLX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Clorox (CLX) stake by 0.46% in Q1 2026, buying an estimated $6.69K and bringing the position to 12,866 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #763.

Concurrent Investment Advisors first reported a position in CLX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.93M in Q1 2025. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Concurrent Investment Advisors held 12,866 shares of Clorox worth $1.33M as of Q1 2026.
  • Concurrent Investment Advisors bought 59 Clorox shares in Q1 2026, an estimated $6.69K.
  • Clorox made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #763 holding.
  • Concurrent Investment Advisors first reported a position in Clorox in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Clorox position peaked at $2.93M in Q1 2025.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.