HIW
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Holos Integrated Wealth’s Clorox CLX Stock Holding History

Holos Integrated Wealth’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 		$4.87K Hold
50
– – ﹤0.01% 302
2026
Q1 		$5.15K Hold
50
– – ﹤0.01% 295
2025
Q4 		$5.04K Hold
50
– – ﹤0.01% 238
2025
Q3 		$6.01K Hold
50
– – ﹤0.01% 221
2025
Q2 		$6.24K Hold
50
– – ﹤0.01% 215
2025
Q1 		$7.36K Hold
50
– – ﹤0.01% 208
2024
Q4 		$8.12K Buy
+50
New +$8.18K 0.01% 210

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

Holos Integrated Wealth's CLX Position: Q2 2026 in Review

Holos Integrated Wealth held its Clorox (CLX) position steady in Q2 2026 at 50 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Holos Integrated Wealth first reported a position in CLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.12K in Q4 2024. 286 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Holos Integrated Wealth held 50 shares of Clorox worth $4.87K as of Q2 2026.
  • Holos Integrated Wealth left its Clorox share count unchanged in Q2 2026.
  • Clorox made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #302 holding.
  • Holos Integrated Wealth first reported a position in Clorox in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Clorox position peaked at $8.12K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.