Crestwood Advisors Group’s Clorox CLX Stock Holding History

Crestwood Advisors Group’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	–	Sell	-2,365	Closed	-$245K	–	889
2026 Q1	$245K	Buy	+2,365	New	+$268K	﹤0.01%	664
2017 Q2	–	Sell	-150	Closed	-$20K	–	204
2017 Q1	$20K	Buy	+150	New	+$19.4K	﹤0.01%	377

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

Crestwood Advisors Group's CLX Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Clorox (CLX) in Q2 2026, closing a stake of 2,365 shares — an estimated $245K sold.

Crestwood Advisors Group first reported a position in CLX in Q1 2017 and held it in 2 quarters. The position peaked at $245K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Crestwood Advisors Group reported no remaining Clorox position as of Q2 2026 after selling out during the quarter.
Crestwood Advisors Group sold 2,365 Clorox shares in Q2 2026, an estimated $245K.
Crestwood Advisors Group first reported a position in Clorox in Q1 2017 and held it in 2 quarters.
Crestwood Advisors Group's Clorox position peaked at $245K in Q1 2026.
1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.