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Independent Financial Group’s Clorox CLX Stock Holding History

Independent Financial Group’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 		$1.43M Buy
15,028
+10,122
+206% +$972K 0.03% 564
2026
Q1 		$508K Buy
4,906
+1,164
+31% +$132K 0.01% 925
2025
Q4 		$377K Buy
3,742
+361
+11% +$39.2K 0.01% 1040
2025
Q3 		$417K Buy
3,381
+139
+4% +$17.3K 0.01% 931
2025
Q2 		$389K Sell
3,242
-1,278
-28% -$171K 0.01% 894
2025
Q1 		$666K Buy
4,520
+3,061
+210% +$467K 0.02% 606
2024
Q4 		$237K Sell
1,459
-417
-22% -$68.2K 0.01% 1008
2024
Q3 		$306K Sell
1,876
-150
-7% -$22.2K 0.01% 874
2024
Q2 		$276K Buy
2,026
+500
+33% +$69.4K 0.01% 871
2024
Q1 		$234K Sell
1,526
-21
-1% -$3.13K 0.01% 898
2023
Q4 		$221K Hold
1,547
– – 0.01% 854
2023
Q3 		$203K Buy
1,547
+36
+2% +$5.47K 0.01% 828
2023
Q2 		$240K Sell
1,511
-173
-10% -$27.9K 0.02% 751
2023
Q1 		$266K Sell
1,684
-48
-3% -$7.2K 0.02% 659
2022
Q4 		$243K Buy
+1,732
New +$246K 0.02% 642
2021
Q1 		– Sell
-2,260
Closed -$456K – 647
2020
Q4 		$456K Buy
2,260
+30
+1% +$6.21K 0.07% 326
2020
Q3 		$469K Sell
2,230
-418
-16% -$93.1K 0.09% 251
2020
Q2 		$581K Buy
2,648
+151
+6% +$30.2K 0.13% 190
2020
Q1 		$433K Buy
+2,497
New +$413K 0.13% 192

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's CLX Position: Q2 2026 in Review

Independent Financial Group increased its Clorox (CLX) stake by 206% in Q2 2026, buying an estimated $972K and bringing the position to 15,028 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #564.

Independent Financial Group first reported a position in CLX in Q1 2020 and has held it in 19 quarters since. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Independent Financial Group held 15,028 shares of Clorox worth $1.43M as of Q2 2026.
  • Independent Financial Group bought 10,122 Clorox shares in Q2 2026, an estimated $972K.
  • Clorox made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #564 holding.
  • Independent Financial Group first reported a position in Clorox in Q1 2020 and has held it in 19 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.