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Dakota Wealth Management’s Clorox CLX Stock Holding History

Dakota Wealth Management’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 		$759K Sell
7,326
-474
-6% -$53.7K 0.02% 457
2025
Q4 		$786K Sell
7,800
-2,912
-27% -$316K 0.01% 453
2025
Q3 		$1.32M Sell
10,712
-947
-8% -$118K 0.03% 312
2025
Q2 		$1.4M Buy
11,659
+7
+0.1% +$934 0.03% 330
2025
Q1 		$1.72M Sell
11,652
-244
-2% -$37.3K 0.04% 281
2024
Q4 		$1.93M Sell
11,896
-1,843
-13% -$301K 0.04% 267
2024
Q3 		$2.24M Buy
13,739
+1,829
+15% +$271K 0.05% 255
2024
Q2 		$1.63M Buy
11,910
+201
+2% +$27.9K 0.04% 288
2024
Q1 		$1.79M Buy
11,709
+10,125
+639% +$1.51M 0.04% 280
2023
Q4 		$226K Sell
1,584
-1,058
-40% -$141K 0.01% 580
2023
Q3 		$346K Buy
2,642
+440
+20% +$66.9K 0.02% 469
2023
Q2 		$350K Buy
2,202
+912
+71% +$147K 0.02% 448
2023
Q1 		$204K Sell
1,290
-175
-12% -$26.2K 0.01% 562
2022
Q4 		$206K Buy
+1,465
New +$208K 0.01% 543
2020
Q1 		– Sell
-6,939
Closed -$1.06M – 270
2019
Q4 		$1.06M Sell
6,939
-168
-2% -$25.1K 0.17% 120
2019
Q3 		$1.08M Sell
7,107
-32
-0.4% -$5.06K 0.19% 112
2019
Q2 		$1.09M Sell
7,139
-909
-11% -$139K 0.21% 104
2019
Q1 		$1.29M Sell
8,048
-2,778
-26% -$431K 0.26% 95
2018
Q4 		$1.63M Hold
10,826
– – 0.37% 68
2018
Q3 		$1.63M Sell
10,826
-123
-1% -$17.5K 0.37% 69
2018
Q2 		$1.48M Sell
10,949
-325
-3% -$40.1K 0.41% 61
2018
Q1 		$1.5M Sell
11,274
-335
-3% -$45K 0.77% 31
2017
Q4 		$1.73M Sell
11,609
-486
-4% -$66.1K 0.92% 28
2017
Q3 		$1.59M Sell
12,095
-115
-0.9% -$15.5K 0.86% 30
2017
Q2 		$1.63M Buy
12,210
+4,404
+56% +$594K 0.9% 26
2017
Q1 		$1.05M Buy
+7,806
New +$1.01M 0.61% 33

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 $147M AUM 25.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Dakota Wealth Management's CLX Position: Q1 2026 in Review

Dakota Wealth Management reduced its Clorox (CLX) stake by 6.1% in Q1 2026, selling an estimated $53.7K and leaving 7,326 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #457.

Dakota Wealth Management first reported a position in CLX in Q1 2017 and has held it in 26 quarters since. The position peaked at $2.24M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Dakota Wealth Management held 7,326 shares of Clorox worth $759K as of Q1 2026.
  • Dakota Wealth Management sold 474 Clorox shares in Q1 2026, an estimated $53.7K.
  • Clorox made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #457 holding.
  • Dakota Wealth Management first reported a position in Clorox in Q1 2017 and has held it in 26 quarters since.
  • Dakota Wealth Management's Clorox position peaked at $2.24M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.