IWA
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Icon Wealth Advisors’s Clorox CLX Stock Holding History

Icon 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
Q1 		$899K Buy
+9,482
New +$1.08M 0.06% 182
2022
Q4 		– Sell
-924
Closed -$119K – 345
2022
Q3 		$119K Buy
+924
New +$133K 0.01% 372

Other funds holding CLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Icon Wealth Advisors's CLX Position: Q1 2026 in Review

Icon Wealth Advisors opened a new position in Clorox (CLX) in Q1 2026: 9,482 shares worth $899K. The stake represents 0.06% of the portfolio and ranks #182 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in CLX as recently as Q3 2022.

Icon Wealth Advisors first reported a position in CLX in Q3 2022 and has held it in 2 quarters since. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Icon Wealth Advisors held 9,482 shares of Clorox worth $899K as of Q1 2026.
  • Clorox was a new Icon Wealth Advisors position in Q1 2026.
  • Clorox made up 0.06% of Icon Wealth Advisors's portfolio in Q1 2026, its #182 holding.
  • Icon Wealth Advisors first reported a position in Clorox in Q3 2022 and has held it in 2 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.