Essential Partners
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Essential Partners’s Clorox CLX Stock Holding History

Essential 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 		– Sell
-849
Closed -$81K – 2892
2026
Q2 		$81K Buy
849
+408
+93% +$39.2K 0.04% 476
2026
Q1 		$45.7K Buy
441
+374
+558% +$42.4K 0.02% 623
2025
Q4 		$6.76K Sell
67
-165
-71% -$17.9K ﹤0.01% 1309
2025
Q3 		$28.6K Buy
232
+214
+1,189% +$26.6K 0.01% 774
2025
Q2 		$2.16K Buy
+18
New +$2.4K ﹤0.01% 1297

Other funds holding CLX

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Essential Partners's CLX Position: Q3 2026 in Review

Essential Partners sold out of Clorox (CLX) in Q3 2026, closing a stake of 849 shares — an estimated $81K sold.

Essential Partners first reported a position in CLX in Q2 2025 and held it in 5 quarters. The position peaked at $81K in Q2 2026. 183 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Essential Partners reported no remaining Clorox position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 849 Clorox shares in Q3 2026, an estimated $81K.
  • Essential Partners first reported a position in Clorox in Q2 2025 and held it in 5 quarters.
  • Essential Partners's Clorox position peaked at $81K in Q2 2026.
  • 183 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.