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Jessup Wealth Management’s Clorox CLX Stock Holding History

Jessup Wealth Management’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 		– Sell
-196
Closed -$19.8K – 133
2025
Q4 		$19.8K Buy
+196
New +$21.3K 0.01% 216
2023
Q3 		– Sell
-31,547
Closed -$5.02M – 59
2023
Q2 		$5.02M Buy
+31,547
New +$5.09M 2.69% 14

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

Jessup Wealth Management's CLX Position: Q1 2026 in Review

Jessup Wealth Management sold out of Clorox (CLX) in Q1 2026, closing a stake of 196 shares — an estimated $19.8K sold.

Jessup Wealth Management first reported a position in CLX in Q2 2023 and held it in 2 quarters. The position peaked at $5.02M in Q2 2023. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Jessup Wealth Management reported no remaining Clorox position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 196 Clorox shares in Q1 2026, an estimated $19.8K.
  • Jessup Wealth Management first reported a position in Clorox in Q2 2023 and held it in 2 quarters.
  • Jessup Wealth Management's Clorox position peaked at $5.02M in Q2 2023.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

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