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Integrated Wealth Concepts’s Clorox CLX Stock Holding History

Integrated Wealth Concepts’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 		$1.5M Buy
14,474
+11,965
+477% +$1.36M 0.01% 893
2025
Q4 		$253K Sell
2,509
-11,250
-82% -$1.22M ﹤0.01% 1397
2025
Q3 		$1.7M Buy
13,759
+2,410
+21% +$299K 0.02% 740
2025
Q2 		$1.36M Buy
11,349
+4,431
+64% +$591K 0.01% 771
2025
Q1 		$1.02M Sell
6,918
-6,838
-50% -$1.04M 0.01% 824
2024
Q4 		$2.23M Buy
13,756
+4,341
+46% +$710K 0.03% 523
2024
Q3 		$1.53M Sell
9,415
-4,061
-30% -$602K 0.02% 627
2024
Q2 		$1.84M Buy
13,476
+4,845
+56% +$673K 0.03% 531
2024
Q1 		$1.32M Buy
8,631
+2,556
+42% +$382K 0.02% 655
2023
Q4 		$866K Sell
6,075
-2,480
-29% -$331K 0.01% 787
2023
Q3 		$1.12M Sell
8,555
-145
-2% -$22K 0.02% 645
2023
Q2 		$1.38M Buy
8,700
+486
+6% +$78.4K 0.02% 572
2023
Q1 		$1.3M Buy
8,214
+880
+12% +$132K 0.03% 528
2022
Q4 		$1.03M Buy
7,334
+4,115
+128% +$584K 0.03% 464
2022
Q3 		$413K Sell
3,219
-6
-0.2% -$866 0.01% 648
2022
Q2 		$455K Buy
3,225
+61
+2% +$8.71K 0.01% 628
2022
Q1 		$440K Sell
3,164
-1,133
-26% -$174K 0.01% 612
2021
Q4 		$749K Buy
4,297
+995
+30% +$166K 0.02% 510
2021
Q3 		$547K Sell
3,302
-161
-5% -$27.7K 0.02% 557
2021
Q2 		$623K Buy
3,463
+352
+11% +$64.2K 0.02% 479
2021
Q1 		$600K Buy
3,111
+1,477
+90% +$284K 0.02% 431
2020
Q4 		$330K Buy
1,634
+18
+1% +$3.73K 0.02% 503
2020
Q3 		$340K Buy
+1,616
New +$360K 0.02% 424

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

Integrated Wealth Concepts's CLX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Clorox (CLX) stake by 477% in Q1 2026, buying an estimated $1.36M and bringing the position to 14,474 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #893.

Integrated Wealth Concepts first reported a position in CLX in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q4 2024. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Integrated Wealth Concepts held 14,474 shares of Clorox worth $1.5M as of Q1 2026.
  • Integrated Wealth Concepts bought 11,965 Clorox shares in Q1 2026, an estimated $1.36M.
  • Clorox made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #893 holding.
  • Integrated Wealth Concepts first reported a position in Clorox in Q3 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's Clorox position peaked at $2.23M in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.