Heritage Wealth Management (Ohio)’s Clorox CLX Stock Holding History

Heritage Wealth Management (Ohio)’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	$208K	Buy	+2,181	New	+$209K	0.05%	262
2026 Q1	–	Sell	-2,164	Closed	-$218K	–	168
2025 Q4	$218K	Buy	2,164 +8	+0.4%	+$869	0.06%	241
2025 Q3	$266K	Buy	2,156 +8	+0.4%	+$993	0.08%	205
2025 Q2	$258K	Buy	2,148 +6	+0.3%	+$800	0.08%	200
2025 Q1	$315K	Buy	2,142 +5	+0.2%	+$764	0.11%	176
2024 Q4	$347K	Buy	2,137 +6	+0.3%	+$982	0.12%	172
2024 Q3	$347K	Buy	2,131 +5	+0.2%	+$741	0.11%	165
2024 Q2	$283K	Buy	+2,126	New	+$295K	0.09%	186

Other funds holding CLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CLX Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Clorox (CLX) in Q2 2026: 2,181 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #262 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in CLX as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in CLX in Q2 2024 and has held it in 8 quarters since. The position peaked at $347K in Q3 2024. 1,046 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,181 shares of Clorox worth $208K as of Q2 2026.
Clorox was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Clorox made up 0.05% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #262 holding.
Heritage Wealth Management (Ohio) first reported a position in Clorox in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Clorox position peaked at $347K in Q3 2024.
1,046 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.