Grant Private Wealth Management
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Grant Private Wealth Management’s Clorox CLX Stock Holding History

Grant Private Wealth Management’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
-3,141
Closed -$300K – 161
2026
Q2 		$300K Buy
+3,141
New +$302K 0.13% 124

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ProShare Advisors
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Dimensional Fund Advisors
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Grant Private Wealth Management's CLX Position: Q3 2026 in Review

Grant Private Wealth Management sold out of Clorox (CLX) in Q3 2026, closing a stake of 3,141 shares — an estimated $300K sold.

Grant Private Wealth Management first reported a position in CLX in Q2 2026 and held it in 1 quarter. The position peaked at $300K in Q2 2026. 634 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Grant Private Wealth Management reported no remaining Clorox position as of Q3 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 3,141 Clorox shares in Q3 2026, an estimated $300K.
  • Grant Private Wealth Management first reported a position in Clorox in Q2 2026 and held it in 1 quarter.
  • Grant Private Wealth Management's Clorox position peaked at $300K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.