IWN
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Independent Wealth Network’s Clorox CLX Stock Holding History

Independent Wealth Network’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 		$1.16M Buy
12,115
+1,437
+13% +$138K 0.29% 94
2026
Q1 		$1.11M Buy
10,678
+427
+4% +$48.4K 0.33% 86
2025
Q4 		$1.03M Buy
10,251
+4,827
+89% +$524K 0.32% 78
2025
Q3 		$669K Buy
5,424
+603
+13% +$74.8K 0.21% 114
2025
Q2 		$579K Buy
4,821
+43
+0.9% +$5.74K 0.21% 124
2025
Q1 		$704K Buy
4,778
+514
+12% +$78.5K 0.28% 86
2024
Q4 		$692K Buy
4,264
+287
+7% +$46.9K 0.28% 85
2024
Q3 		$648K Buy
3,977
+308
+8% +$45.6K 0.29% 89
2024
Q2 		$501K Buy
3,669
+19
+0.5% +$2.64K 0.23% 114
2024
Q1 		$559K Buy
3,650
+60
+2% +$8.96K 0.26% 104
2023
Q4 		$512K Buy
3,590
+1,047
+41% +$140K 0.27% 96
2023
Q3 		$333K Buy
2,543
+10
+0.4% +$1.52K 0.2% 123
2023
Q2 		$403K Sell
2,533
-40
-2% -$6.45K 0.24% 110
2023
Q1 		$407K Buy
2,573
+4
+0.2% +$600 0.26% 96
2022
Q4 		$361K Sell
2,569
-4
-0.2% -$568 0.25% 101
2022
Q3 		$330K Sell
2,573
-127
-5% -$18.3K 0.26% 108
2022
Q2 		$381K Buy
2,700
+20
+0.7% +$2.86K 0.27% 97
2022
Q1 		$373K Sell
2,680
-683
-20% -$105K 0.24% 117
2021
Q4 		$586K Buy
3,363
+84
+3% +$14K 0.36% 71
2021
Q3 		$542K Buy
+3,279
New +$565K 0.35% 79

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Independent Wealth Network's CLX Position: Q2 2026 in Review

Independent Wealth Network increased its Clorox (CLX) stake by 13% in Q2 2026, buying an estimated $138K and bringing the position to 12,115 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #94.

Independent Wealth Network first reported a position in CLX in Q3 2021 and has held it in 20 quarters since. 218 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Independent Wealth Network held 12,115 shares of Clorox worth $1.16M as of Q2 2026.
  • Independent Wealth Network bought 1,437 Clorox shares in Q2 2026, an estimated $138K.
  • Clorox made up 0.29% of Independent Wealth Network's portfolio in Q2 2026, its #94 holding.
  • Independent Wealth Network first reported a position in Clorox in Q3 2021 and has held it in 20 quarters since.
  • 218 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.