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Kestra Private Wealth Services’s Clorox CLX Stock Holding History

Kestra Private Wealth Services’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 		$617K Buy
5,957
+104
+2% +$11.8K 0.01% 1095
2025
Q4 		$590K Sell
5,853
-1,878
-24% -$204K 0.01% 1073
2025
Q3 		$953K Sell
7,731
-3,476
-31% -$431K 0.01% 802
2025
Q2 		$1.35M Sell
11,207
-178
-2% -$23.7K 0.02% 617
2025
Q1 		$1.68M Sell
11,385
-1,577
-12% -$241K 0.03% 508
2024
Q4 		$2.11M Buy
12,962
+7,174
+124% +$1.17M 0.04% 423
2024
Q3 		$943K Sell
5,788
-2,110
-27% -$313K 0.02% 633
2024
Q2 		$1.08M Sell
7,898
-2,974
-27% -$413K 0.02% 551
2024
Q1 		$1.66M Buy
10,872
+2,002
+23% +$299K 0.04% 424
2023
Q4 		$1.26M Sell
8,870
-4,158
-32% -$554K 0.03% 459
2023
Q3 		$1.71M Buy
13,028
+316
+2% +$48K 0.05% 335
2023
Q2 		$2.02M Sell
12,712
-497
-4% -$80.2K 0.07% 297
2023
Q1 		$2.09M Sell
13,209
-2,777
-17% -$416K 0.08% 261
2022
Q4 		$2.24M Sell
15,986
-4,173
-21% -$592K 0.11% 210
2022
Q3 		$2.59M Sell
20,159
-4,417
-18% -$637K 0.15% 161
2022
Q2 		$3.46M Sell
24,576
-6,495
-21% -$928K 0.2% 127
2022
Q1 		$4.32M Buy
31,071
+16,407
+112% +$2.51M 0.21% 113
2021
Q4 		$2.56M Buy
14,664
+5,252
+56% +$876K 0.12% 175
2021
Q3 		$1.56M Sell
9,412
-607
-6% -$105K 0.09% 257
2021
Q2 		$1.8M Sell
10,019
-416
-4% -$75.9K 0.11% 212
2021
Q1 		$2.01M Buy
10,435
+1,706
+20% +$328K 0.14% 171
2020
Q4 		$1.75M Sell
8,729
-694
-7% -$144K 0.13% 183
2020
Q3 		$1.98M Buy
+9,423
New +$2.1M 0.17% 133

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

Kestra Private Wealth Services's CLX Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Clorox (CLX) stake by 1.8% in Q1 2026, buying an estimated $11.8K and bringing the position to 5,957 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #1095.

Kestra Private Wealth Services first reported a position in CLX in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.32M in Q1 2022. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Kestra Private Wealth Services held 5,957 shares of Clorox worth $617K as of Q1 2026.
  • Kestra Private Wealth Services bought 104 Clorox shares in Q1 2026, an estimated $11.8K.
  • Clorox made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1095 holding.
  • Kestra Private Wealth Services first reported a position in Clorox in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Clorox position peaked at $4.32M in Q1 2022.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.