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Elevation Wealth Partners’s Clorox CLX Stock Holding History

Elevation 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 		$40.7K Buy
427
+388
+995% +$37.2K 0.01% 358
2026
Q1 		$4.09K Sell
39
-69
-64% -$7.82K ﹤0.01% 762
2025
Q4 		$10.9K Buy
108
+17
+19% +$1.85K ﹤0.01% 469
2025
Q3 		$11.2K Buy
91
+1
+1% +$124 ﹤0.01% 380
2025
Q2 		$10.8K Hold
90
– – ﹤0.01% 363
2025
Q1 		$13.2K Buy
90
+1
+1% +$153 0.01% 346
2024
Q4 		$14.4K Buy
89
+1
+1% +$164 0.01% 338
2024
Q3 		$14.4K Buy
88
+6
+7% +$889 0.01% 325
2024
Q2 		$11.1K Sell
82
-67
-45% -$9.3K 0.01% 339
2024
Q1 		$22.9K Buy
149
+2
+1% +$299 0.01% 287
2023
Q4 		$19.2K Hold
147
– – 0.01% 285
2023
Q3 		$19.2K Buy
147
+1
+0.7% +$152 0.02% 210
2023
Q2 		$23.2K Buy
146
+1
+0.7% +$161 0.02% 208
2023
Q1 		$22.9K Buy
+145
New +$21.7K 0.02% 210

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

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

Elevation Wealth Partners increased its Clorox (CLX) stake by 995% in Q2 2026, buying an estimated $37.2K and bringing the position to 427 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #358.

Elevation Wealth Partners first reported a position in CLX in Q1 2023 and has held it in 14 quarters since. 404 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Elevation Wealth Partners held 427 shares of Clorox worth $40.7K as of Q2 2026.
  • Elevation Wealth Partners bought 388 Clorox shares in Q2 2026, an estimated $37.2K.
  • Clorox made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #358 holding.
  • Elevation Wealth Partners first reported a position in Clorox in Q1 2023 and has held it in 14 quarters since.
  • 404 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.