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Confluence Wealth Services’s Clorox CLX Stock Holding History

Confluence Wealth 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
Q2 		$768K Buy
+8,047
New +$772K 0.02% 272
2025
Q1 		– Sell
-1,298
Closed -$209K – 340
2024
Q4 		$209K Sell
1,298
-523
-29% -$85.6K 0.01% 322
2024
Q3 		$297K Sell
1,821
-1,342
-42% -$199K 0.02% 283
2024
Q2 		$432K Buy
+3,163
New +$439K 0.03% 242
2022
Q2 		– Sell
-1,759
Closed -$244K – 270
2022
Q1 		$244K Sell
1,759
-319
-15% -$48.9K 0.09% 214
2021
Q4 		$362K Buy
+2,078
New +$346K 0.12% 169

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Confluence Wealth Services's CLX Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Clorox (CLX) in Q2 2026: 8,047 shares worth $768K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in CLX as recently as Q4 2024.

Confluence Wealth Services first reported a position in CLX in Q4 2021 and has held it in 6 quarters since. 1,055 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Confluence Wealth Services held 8,047 shares of Clorox worth $768K as of Q2 2026.
  • Clorox was a new Confluence Wealth Services position in Q2 2026.
  • Clorox made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #272 holding.
  • Confluence Wealth Services first reported a position in Clorox in Q4 2021 and has held it in 6 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.