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Everhart Financial Group’s Clorox CLX Stock Holding History

Everhart Financial Group’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 		$261K Sell
2,738
-107
-4% -$10.3K 0.02% 411
2026
Q1 		$295K Buy
+2,845
New +$323K 0.03% 360
2025
Q4 		– Sell
-2,312
Closed -$285K – 422
2025
Q3 		$285K Buy
2,312
+394
+21% +$48.9K 0.03% 322
2025
Q2 		$230K Sell
1,918
-800
-29% -$107K 0.03% 319
2025
Q1 		$400K Buy
2,718
+163
+6% +$24.9K 0.05% 240
2024
Q4 		$415K Buy
2,555
+526
+26% +$86K 0.09% 213
2024
Q3 		$331K Buy
+2,029
New +$301K 0.07% 246
2023
Q4 		– Sell
-1,624
Closed -$213K – 243
2023
Q3 		$213K Sell
1,624
-522
-24% -$79.3K 0.09% 195
2023
Q2 		$341K Buy
2,146
+226
+12% +$36.5K 0.14% 143
2023
Q1 		$304K Buy
1,920
+132
+7% +$19.8K 0.14% 136
2022
Q4 		$251K Buy
1,788
+111
+7% +$15.8K 0.13% 141
2022
Q3 		$216K Buy
+1,677
New +$242K 0.12% 173

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Everhart Financial Group's CLX Position: Q2 2026 in Review

Everhart Financial Group reduced its Clorox (CLX) stake by 3.8% in Q2 2026, selling an estimated $10.3K and leaving 2,738 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #411.

Everhart Financial Group first reported a position in CLX in Q3 2022 and has held it in 12 quarters since. The position peaked at $415K in Q4 2024. 175 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Everhart Financial Group held 2,738 shares of Clorox worth $261K as of Q2 2026.
  • Everhart Financial Group sold 107 Clorox shares in Q2 2026, an estimated $10.3K.
  • Clorox made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #411 holding.
  • Everhart Financial Group first reported a position in Clorox in Q3 2022 and has held it in 12 quarters since.
  • Everhart Financial Group's Clorox position peaked at $415K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.