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EverSource Wealth Advisors’s Clorox CLX Stock Holding History

EverSource Wealth Advisors’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 		$141K Sell
1,475
-264
-15% -$25.3K ﹤0.01% 1202
2026
Q1 		$180K Buy
1,739
+783
+82% +$88.8K 0.01% 1113
2025
Q4 		$96.5K Sell
956
-143
-13% -$15.5K ﹤0.01% 1329
2025
Q3 		$136K Buy
1,099
+122
+12% +$15.1K 0.01% 1110
2025
Q2 		$117K Sell
977
-2,224
-69% -$297K 0.01% 1112
2025
Q1 		$471K Buy
3,201
+309
+11% +$47.2K 0.03% 395
2024
Q4 		$470K Buy
2,892
+30
+1% +$4.91K 0.03% 387
2024
Q3 		$466K Buy
2,862
+163
+6% +$24.2K 0.03% 344
2024
Q2 		$356K Buy
2,699
+1,550
+135% +$215K 0.02% 390
2024
Q1 		$170K Buy
1,149
+560
+95% +$83.6K 0.01% 545
2023
Q4 		$84K Sell
589
-130
-18% -$17.3K 0.01% 703
2023
Q3 		$94.3K Sell
719
-36
-5% -$5.47K 0.01% 584
2023
Q2 		$120K Buy
755
+19
+3% +$3.06K 0.01% 522
2023
Q1 		$116K Buy
736
+181
+33% +$27.1K 0.01% 497
2022
Q4 		$77.9K Sell
555
-73
-12% -$10.4K 0.01% 594
2022
Q3 		$81K Buy
628
+62
+11% +$8.95K 0.02% 495
2022
Q2 		$80K Buy
566
+501
+771% +$71.6K 0.02% 442
2022
Q1 		$9K Sell
65
-12
-16% -$1.84K ﹤0.01% 1002
2021
Q4 		$14K Buy
+77
New +$12.8K ﹤0.01% 817

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's CLX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Clorox (CLX) stake by 15% in Q2 2026, selling an estimated $25.3K and leaving 1,475 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

EverSource Wealth Advisors first reported a position in CLX in Q4 2021 and has held it in 19 quarters since. The position peaked at $471K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • EverSource Wealth Advisors held 1,475 shares of Clorox worth $141K as of Q2 2026.
  • EverSource Wealth Advisors sold 264 Clorox shares in Q2 2026, an estimated $25.3K.
  • Clorox made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1202 holding.
  • EverSource Wealth Advisors first reported a position in Clorox in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Clorox position peaked at $471K in Q1 2025.
  • 1,055 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.