EP Wealth Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $796K | Buy |
8,344
+2,102
| +34% | +$202K | ﹤0.01% | 829 |
|
|
2026
Q1 | $647K | Buy |
6,242
+1,600
| +34% | +$181K | ﹤0.01% | 796 |
|
|
2025
Q4 | $468K | Buy |
+4,642
| New | +$504K | ﹤0.01% | 912 |
|
|
2025
Q2 | $838K | Sell |
6,981
-122
| -2% | -$16.3K | 0.01% | 616 |
|
|
2025
Q1 | $1.05M | Buy |
7,103
+243
| +4% | +$37.1K | 0.01% | 489 |
|
|
2024
Q4 | $1.11M | Buy |
6,860
+378
| +6% | +$61.8K | 0.01% | 473 |
|
|
2024
Q3 | $1.06M | Buy |
6,482
+739
| +13% | +$110K | 0.01% | 483 |
|
|
2024
Q2 | $784K | Sell |
5,743
-606
| -10% | -$84.2K | 0.01% | 431 |
|
|
2024
Q1 | $972K | Sell |
6,349
-461
| -7% | -$68.8K | 0.01% | 382 |
|
|
2023
Q4 | $971K | Buy |
6,810
+263
| +4% | +$35.1K | 0.01% | 367 |
|
|
2023
Q3 | $858K | Sell |
6,547
-36,143
| -85% | -$5.49M | 0.01% | 363 |
|
|
2023
Q2 | $927K | Buy |
42,690
+3,278
| +8% | +$529K | 0.01% | 352 |
|
|
2023
Q1 | $2.96M | Buy |
39,412
+33,232
| +538% | +$4.98M | 0.05% | 192 |
|
|
2022
Q4 | $867K | Buy |
+6,180
| New | +$877K | 0.02% | 304 |
|
|
2022
Q3 | – | Sell |
-5,813
| Closed | -$819K | – | 385 |
|
|
2022
Q2 | $819K | Sell |
5,813
-262
| -4% | -$37.4K | 0.02% | 285 |
|
|
2022
Q1 | $845K | Sell |
6,075
-173
| -3% | -$26.5K | 0.02% | 295 |
|
|
2021
Q4 | $1.09M | Sell |
6,248
-2,230
| -26% | -$372K | 0.03% | 248 |
|
|
2021
Q3 | $1.4M | Buy |
8,478
+1,032
| +14% | +$178K | 0.04% | 202 |
|
|
2021
Q2 | $1.34M | Buy |
7,446
+11
| +0.1% | +$2.01K | 0.04% | 217 |
|
|
2021
Q1 | $1.43M | Sell |
7,435
-286
| -4% | -$55.1K | 0.05% | 199 |
|
|
2020
Q4 | $1.56M | Buy |
7,721
+135
| +2% | +$27.9K | 0.05% | 146 |
|
|
2020
Q3 | $1.59M | Sell |
7,586
-555
| -7% | -$124K | 0.07% | 127 |
|
|
2020
Q2 | $1.79M | Sell |
8,141
-567
| -7% | -$113K | 0.08% | 126 |
|
|
2020
Q1 | $1.51M | Sell |
8,708
-5,597
| -39% | -$925K | 0.07% | 132 |
|
|
2019
Q4 | $2.2M | Buy |
14,305
+1,225
| +9% | +$183K | 0.09% | 129 |
|
|
2019
Q3 | $1.99M | Buy |
13,080
+319
| +2% | +$50.4K | 0.1% | 104 |
|
|
2019
Q2 | $1.95M | Buy |
12,761
+568
| +5% | +$86.8K | 0.12% | 87 |
|
|
2019
Q1 | $1.96M | Buy |
12,193
+400
| +3% | +$62.1K | 0.19% | 76 |
|
|
2018
Q4 | $1.82M | Sell |
11,793
-190
| -2% | -$29.6K | 0.14% | 88 |
|
|
2018
Q3 | $1.8M | Buy |
+11,983
| New | +$1.7M | 0.14% | 80 |
|
Other funds holding CLX
EP Wealth Advisors's CLX Position: Q2 2026 in Review
EP Wealth Advisors increased its Clorox (CLX) stake by 34% in Q2 2026, buying an estimated $202K and bringing the position to 8,344 shares worth $796K. The position accounts for ﹤0.01% of the portfolio, ranked #829.
EP Wealth Advisors first reported a position in CLX in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.96M in Q1 2023. 1,046 funds tracked by Wall St. Rank hold CLX as of Q2 2026.
- EP Wealth Advisors held 8,344 shares of Clorox worth $796K as of Q2 2026.
- EP Wealth Advisors bought 2,102 Clorox shares in Q2 2026, an estimated $202K.
- Clorox made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #829 holding.
- EP Wealth Advisors first reported a position in Clorox in Q3 2018 and has held it in 30 quarters since.
- EP Wealth Advisors's Clorox position peaked at $2.96M in Q1 2023.
- 1,046 funds tracked by Wall St. Rank held Clorox as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.