Great Valley Advisor Group’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$515K Buy
5,396
+1,444
+37% +$139K 0.01% 718
2026
Q1
$410K Sell
3,952
-1,657
-30% -$188K 0.01% 735
2025
Q4
$566K Sell
5,609
-205
-4% -$22.3K 0.01% 598
2025
Q3
$717K Buy
5,814
+369
+7% +$45.8K 0.01% 549
2025
Q2
$653K Buy
5,445
+1,041
+24% +$139K 0.01% 537
2025
Q1
$649K Sell
4,404
-315
-7% -$48.1K 0.01% 530
2024
Q4
$766K Sell
4,719
-868
-16% -$142K 0.02% 498
2024
Q3
$910K Sell
5,587
-19
-0.3% -$2.81K 0.02% 444
2024
Q2
$765K Sell
5,606
-48
-0.8% -$6.67K 0.02% 447
2024
Q1
$865K Sell
5,654
-24
-0.4% -$3.58K 0.03% 394
2023
Q4
$810K Sell
5,678
-43
-0.8% -$5.73K 0.03% 368
2023
Q3
$750K Sell
5,721
-454
-7% -$69K 0.03% 364
2023
Q2
$982K Buy
6,175
+505
+9% +$81.5K 0.04% 315
2023
Q1
$897K Buy
5,670
+2
+0% +$300 0.04% 326
2022
Q4
$795K Sell
5,668
-53
-0.9% -$7.52K 0.04% 358
2022
Q3
$735K Buy
5,721
+222
+4% +$32K 0.04% 354
2022
Q2
$775K Sell
5,499
-435
-7% -$62.1K 0.04% 346
2022
Q1
$839K Buy
5,934
+41
+0.7% +$6.28K 0.05% 299
2021
Q4
$1.02M Hold
5,893
0.06% 265
2021
Q3
$976K Sell
5,893
-2,698
-31% -$465K 0.07% 254
2021
Q2
$1.55M Buy
8,591
+3,891
+83% +$710K 0.11% 195
2021
Q1
$907K Buy
4,700
+8
+0.2% +$1.54K 0.09% 207
2020
Q4
$948K Buy
4,692
+1,942
+71% +$402K 0.1% 188
2020
Q3
$577K Sell
2,750
-6,251
-69% -$1.39M 0.07% 227
2020
Q2
$1.98M Buy
9,001
+2,463
+38% +$492K 0.32% 87
2020
Q1
$1.13M Buy
6,538
+4,773
+270% +$789K 0.3% 103
2019
Q4
$271K Sell
1,765
-16
-0.9% -$2.39K 0.06% 292
2019
Q3
$271K Hold
1,781
0.07% 276
2019
Q2
$273K Buy
1,781
+179
+11% +$27.3K 0.07% 266
2019
Q1
$257K Sell
1,602
-67
-4% -$10.4K 0.08% 248
2018
Q4
$257K Buy
+1,669
New +$260K 0.1% 193

Other funds holding CLX

Great Valley Advisor Group's CLX Position: Q2 2026 in Review

Great Valley Advisor Group increased its Clorox (CLX) stake by 37% in Q2 2026, buying an estimated $139K and bringing the position to 5,396 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #718.

Great Valley Advisor Group first reported a position in CLX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.98M in Q2 2020. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Great Valley Advisor Group held 5,396 shares of Clorox worth $515K as of Q2 2026.
  • Great Valley Advisor Group bought 1,444 Clorox shares in Q2 2026, an estimated $139K.
  • Clorox made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #718 holding.
  • Great Valley Advisor Group first reported a position in Clorox in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's Clorox position peaked at $1.98M in Q2 2020.
  • 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.