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Kingswood Wealth Advisors’s Clorox CLX Stock Holding History

Kingswood 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 		$238K Sell
2,495
-497
-17% -$47.7K 0.01% 884
2026
Q1 		$310K Sell
2,992
-958
-24% -$109K 0.01% 701
2025
Q4 		$398K Sell
3,950
-530
-12% -$57.5K 0.02% 595
2025
Q3 		$552K Buy
+4,480
New +$556K 0.03% 454
2023
Q4 		– Sell
-3,694
Closed -$484K – 647
2023
Q3 		$484K Buy
+3,694
New +$561K 0.08% 251

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Clorox (CLX) stake by 17% in Q2 2026, selling an estimated $47.7K and leaving 2,495 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #884.

Kingswood Wealth Advisors first reported a position in CLX in Q3 2023 and has held it in 5 quarters since. The position peaked at $552K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Kingswood Wealth Advisors held 2,495 shares of Clorox worth $238K as of Q2 2026.
  • Kingswood Wealth Advisors sold 497 Clorox shares in Q2 2026, an estimated $47.7K.
  • Clorox made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #884 holding.
  • Kingswood Wealth Advisors first reported a position in Clorox in Q3 2023 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Clorox position peaked at $552K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.