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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
Q3 		$1.34K Sell
17
-410
-96% -$39.4K ﹤0.01% 1285
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 $5.97B AUM 5.11% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's CLX Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Clorox (CLX) stake by 96% in Q3 2026, selling an estimated $39.4K and leaving 17 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Elevation Wealth Partners first reported a position in CLX in Q1 2023 and has held it in 15 quarters since. The position peaked at $40.7K in Q2 2026. 54 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Elevation Wealth Partners held 17 shares of Clorox worth $1.34K as of Q3 2026.
  • Elevation Wealth Partners sold 410 Clorox shares in Q3 2026, an estimated $39.4K.
  • Clorox made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1285 holding.
  • Elevation Wealth Partners first reported a position in Clorox in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Clorox position peaked at $40.7K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.