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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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Lantz Financial's CLX Position: Q2 2026 in Review

Lantz Financial increased its Clorox (CLX) stake by 59% in Q2 2026, buying an estimated $669K and bringing the position to 18,830 shares worth $1.8M. The position accounts for 0.33% of the portfolio, ranked #85.

Lantz Financial first reported a position in CLX in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.12M in Q3 2024. 197 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Lantz Financial held 18,830 shares of Clorox worth $1.8M as of Q2 2026.
  • Lantz Financial bought 6,971 Clorox shares in Q2 2026, an estimated $669K.
  • Clorox made up 0.33% of Lantz Financial's portfolio in Q2 2026, its #85 holding.
  • Lantz Financial first reported a position in Clorox in Q2 2022 and has held it in 14 quarters since.
  • Lantz Financial's Clorox position peaked at $2.12M in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.