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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CLX Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Clorox (CLX) in Q1 2026, closing a stake of 2,164 shares — an estimated $218K sold.

Heritage Wealth Management (Ohio) first reported a position in CLX in Q2 2024 and held it in 7 quarters. The position peaked at $347K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Clorox position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 2,164 Clorox shares in Q1 2026, an estimated $218K.
Heritage Wealth Management (Ohio) first reported a position in Clorox in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Clorox position peaked at $347K in Q3 2024.
1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.