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Heritage Wealth Advisors’s Clorox CLX Stock Holding History

Heritage 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 		$1.43K Hold
15
– – ﹤0.01% 646
2026
Q1 		$1.55K Buy
+15
New +$1.7K ﹤0.01% 637
2022
Q1 		– Sell
-360
Closed -$63K – 539
2021
Q4 		$63K Hold
360
– – ﹤0.01% 306
2021
Q3 		$59.6K Hold
360
– – ﹤0.01% 305
2021
Q2 		$64.8K Hold
360
– – ﹤0.01% 300
2021
Q1 		$69.4K Hold
360
– – ﹤0.01% 299
2020
Q4 		$73K Buy
+360
New +$74.5K ﹤0.01% 288
2019
Q3 		– Sell
-197
Closed -$30.2K – 437
2019
Q2 		$30.2K Buy
+197
New +$30.1K ﹤0.01% 300

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Heritage Wealth Advisors held its Clorox (CLX) position steady in Q2 2026 at 15 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Heritage Wealth Advisors first reported a position in CLX in Q2 2019 and has held it in 8 quarters since. The position peaked at $73K in Q4 2020. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Heritage Wealth Advisors held 15 shares of Clorox worth $1.43K as of Q2 2026.
  • Heritage Wealth Advisors left its Clorox share count unchanged in Q2 2026.
  • Clorox made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #646 holding.
  • Heritage Wealth Advisors first reported a position in Clorox in Q2 2019 and has held it in 8 quarters since.
  • Heritage Wealth Advisors's Clorox position peaked at $73K in Q4 2020.
  • 1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.