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Evelyn Partners Investment Management Services’s Clorox CLX Stock Holding History

Evelyn Partners Investment Management Services’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 		$118K Hold
1,135
– – 0.01% 146
2025
Q4 		$114K Hold
1,135
– – 0.01% 143
2025
Q3 		$140K Hold
1,135
– – 0.02% 139
2025
Q2 		$136K Buy
+1,135
New +$151K 0.02% 134

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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 $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Evelyn Partners Investment Management Services's CLX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Clorox (CLX) position steady in Q1 2026 at 1,135 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #146.

Evelyn Partners Investment Management Services first reported a position in CLX in Q2 2025 and has held it in 4 quarters since. The position peaked at $140K in Q3 2025. 1,081 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Evelyn Partners Investment Management Services held 1,135 shares of Clorox worth $118K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Clorox share count unchanged in Q1 2026.
  • Clorox made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #146 holding.
  • Evelyn Partners Investment Management Services first reported a position in Clorox in Q2 2025 and has held it in 4 quarters since.
  • Evelyn Partners Investment Management Services's Clorox position peaked at $140K in Q3 2025.
  • 1,081 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.