Lantz Financial
CLX icon

Lantz Financial’s Clorox CLX Stock Holding History

Lantz Financial’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
Q3 		$575K Sell
7,099
-11,731
-62% -$1.13M 0.1% 167
2026
Q2 		$1.8M Buy
18,830
+6,971
+59% +$669K 0.33% 85
2026
Q1 		$1.23M Buy
11,859
+2,022
+21% +$229K 0.25% 105
2025
Q4 		$992K Sell
9,837
-4,372
-31% -$475K 0.21% 116
2025
Q3 		$1.75M Buy
14,209
+87
+0.6% +$10.8K 0.39% 74
2025
Q2 		$1.7M Buy
14,122
+1,708
+14% +$228K 0.42% 74
2025
Q1 		$1.83M Sell
12,414
-604
-5% -$92.2K 0.5% 59
2024
Q4 		$2.11M Buy
13,018
+20
+0.2% +$3.27K 0.56% 55
2024
Q3 		$2.12M Buy
12,998
+24
+0.2% +$3.56K 0.57% 53
2024
Q2 		$1.77M Buy
12,974
+41
+0.3% +$5.69K 0.55% 57
2024
Q1 		$1.98M Buy
12,933
+2
+0% +$299 0.64% 49
2023
Q4 		$1.84M Buy
+12,931
New +$1.72M 0.67% 44
2023
Q1 		– Sell
-1,811
Closed -$254K – 192
2022
Q4 		$254K Buy
1,811
+83
+5% +$11.8K 0.12% 149
2022
Q3 		$222K Buy
1,728
+19
+1% +$2.74K 0.12% 141
2022
Q2 		$241K Buy
+1,709
New +$244K 0.11% 145

Other funds holding CLX

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Lantz Financial's CLX Position: Q3 2026 in Review

Lantz Financial reduced its Clorox (CLX) stake by 62% in Q3 2026, selling an estimated $1.13M and leaving 7,099 shares worth $575K. The position accounts for 0.1% of the portfolio, ranked #167.

Lantz Financial first reported a position in CLX in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.12M in Q3 2024. 206 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Lantz Financial held 7,099 shares of Clorox worth $575K as of Q3 2026.
  • Lantz Financial sold 11,731 Clorox shares in Q3 2026, an estimated $1.13M.
  • Clorox made up 0.1% of Lantz Financial's portfolio in Q3 2026, its #167 holding.
  • Lantz Financial first reported a position in Clorox in Q2 2022 and has held it in 15 quarters since.
  • Lantz Financial's Clorox position peaked at $2.12M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.