HWA
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HHM Wealth Advisors’s Clorox CLX Stock Holding History

HHM 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 		$198K Buy
2,071
+101
+5% +$9.7K 0.02% 215
2026
Q1 		$204K Hold
1,970
– – 0.02% 189
2025
Q4 		$199K Buy
1,970
+10
+0.5% +$1.09K 0.02% 198
2025
Q3 		$242K Buy
1,960
+350
+22% +$43.4K 0.03% 181
2025
Q2 		$193K Sell
1,610
-300
-16% -$40K 0.02% 206
2025
Q1 		$281K Sell
1,910
-306
-14% -$46.7K 0.04% 150
2024
Q4 		$360K Buy
2,216
+1,506
+212% +$246K 0.05% 132
2024
Q3 		$116K Hold
710
– – 0.02% 235
2024
Q2 		$96.9K Hold
710
– – 0.01% 249
2024
Q1 		$109K Hold
710
– – 0.02% 199
2023
Q4 		$101K Buy
710
+300
+73% +$40K 0.02% 207
2023
Q3 		$53.7K Buy
410
+300
+273% +$45.6K 0.01% 265
2023
Q2 		$17.5K Hold
110
– – ﹤0.01% 441
2023
Q1 		$17.4K Buy
+110
New +$16.5K ﹤0.01% 434

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

HHM Wealth Advisors increased its Clorox (CLX) stake by 5.1% in Q2 2026, buying an estimated $9.7K and bringing the position to 2,071 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #215.

HHM Wealth Advisors first reported a position in CLX in Q1 2023 and has held it in 14 quarters since. The position peaked at $360K in Q4 2024. 286 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • HHM Wealth Advisors held 2,071 shares of Clorox worth $198K as of Q2 2026.
  • HHM Wealth Advisors bought 101 Clorox shares in Q2 2026, an estimated $9.7K.
  • Clorox made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #215 holding.
  • HHM Wealth Advisors first reported a position in Clorox in Q1 2023 and has held it in 14 quarters since.
  • HHM Wealth Advisors's Clorox position peaked at $360K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.