Cyndeo Wealth Partners’s Clorox CLX Stock Holding History

Cyndeo 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	$8.28M	Buy	86,760 +7,449	+9%	+$715K	0.39%	83
2026 Q1	$8.22M	Buy	+79,311	New	+$8.99M	0.43%	78

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

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

Cyndeo Wealth Partners increased its Clorox (CLX) stake by 9.4% in Q2 2026, buying an estimated $715K and bringing the position to 86,760 shares worth $8.28M. The position accounts for 0.39% of the portfolio, ranked #83.

Cyndeo Wealth Partners first reported a position in CLX in Q1 2026 and has held it in 2 quarters since. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Cyndeo Wealth Partners held 86,760 shares of Clorox worth $8.28M as of Q2 2026.
Cyndeo Wealth Partners bought 7,449 Clorox shares in Q2 2026, an estimated $715K.
Clorox made up 0.39% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #83 holding.
Cyndeo Wealth Partners first reported a position in Clorox in Q1 2026 and has held it in 2 quarters since.
1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.