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Legacy Wealth Management (Idaho)’s Clorox CLX Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-4
Closed -$415 – 325
2026
Q1 		$415 Sell
4
-1
-20% -$113 ﹤0.01% 950
2025
Q4 		$545 Hold
5
– – ﹤0.01% 818
2025
Q3 		$659 Buy
+5
New +$621 ﹤0.01% 662

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Vanguard Capital Management
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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

Legacy Wealth Management (Idaho)'s CLX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Clorox (CLX) in Q2 2026, closing a stake of 4 shares — an estimated $415 sold.

Legacy Wealth Management (Idaho) first reported a position in CLX in Q3 2025 and held it in 3 quarters. The position peaked at $659 in Q3 2025. 1,055 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Clorox position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4 Clorox shares in Q2 2026, an estimated $415.
  • Legacy Wealth Management (Idaho) first reported a position in Clorox in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Clorox position peaked at $659 in Q3 2025.
  • 1,055 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.