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IVC Wealth Advisors’s Clorox CLX Stock Holding History

IVC 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
Q2 		– Sell
-2,000
Closed -$207K – 180
2026
Q1 		$207K Sell
2,000
-59
-3% -$6.69K 0.09% 169
2025
Q4 		$208K Sell
2,059
-321
-13% -$34.8K 0.09% 171
2025
Q3 		$293K Sell
2,380
-53
-2% -$6.58K 0.13% 134
2025
Q2 		$292K Sell
2,433
-90
-4% -$12K 0.14% 129
2025
Q1 		$372K Buy
2,523
+1
+0% +$153 0.2% 101
2024
Q4 		$410K Sell
2,522
-265
-10% -$43.4K 0.23% 84
2024
Q3 		$454K Hold
2,787
– – 0.25% 87
2024
Q2 		$380K Buy
2,787
+100
+4% +$13.9K 0.21% 103
2024
Q1 		$411K Sell
2,687
-150
-5% -$22.4K 0.24% 98
2023
Q4 		$405K Buy
2,837
+97
+4% +$12.9K 0.25% 89
2023
Q3 		$359K Buy
2,740
+35
+1% +$5.32K 0.24% 98
2023
Q2 		$430K Sell
2,705
-100
-4% -$16.1K 0.27% 90
2023
Q1 		$444K Sell
2,805
-361
-11% -$54.1K 0.31% 77
2022
Q4 		$444K Sell
3,166
-1
-0% -$142 0.33% 78
2022
Q3 		$407K Buy
3,167
+110
+4% +$15.9K 0.33% 72
2022
Q2 		$431K Buy
3,057
+72
+2% +$10.3K 0.33% 71
2022
Q1 		$415K Sell
2,985
-559
-16% -$85.7K 0.27% 92
2021
Q4 		$618K Sell
3,544
-58
-2% -$9.67K 0.4% 64
2021
Q3 		$597K Sell
3,602
-35
-1% -$6.03K 0.41% 65
2021
Q2 		$654K Buy
3,637
+366
+11% +$66.8K 0.46% 60
2021
Q1 		$631K Buy
3,271
+585
+22% +$113K 0.5% 58
2020
Q4 		$542K Buy
+2,686
New +$556K 0.52% 55

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

IVC Wealth Advisors's CLX Position: Q2 2026 in Review

IVC Wealth Advisors sold out of Clorox (CLX) in Q2 2026, closing a stake of 2,000 shares — an estimated $207K sold.

IVC Wealth Advisors first reported a position in CLX in Q4 2020 and held it in 22 quarters. The position peaked at $654K in Q2 2021. 148 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • IVC Wealth Advisors reported no remaining Clorox position as of Q2 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 2,000 Clorox shares in Q2 2026, an estimated $207K.
  • IVC Wealth Advisors first reported a position in Clorox in Q4 2020 and held it in 22 quarters.
  • IVC Wealth Advisors's Clorox position peaked at $654K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.