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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
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

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

Legacy Wealth Management (Idaho)'s CLX Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Clorox (CLX) stake by 20% in Q1 2026, selling an estimated $113 and leaving 4 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Legacy Wealth Management (Idaho) first reported a position in CLX in Q3 2025 and has held it in 3 quarters since. The position peaked at $659 in Q3 2025. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 4 shares of Clorox worth $415 as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 1 Clorox share in Q1 2026, an estimated $113.
  • Clorox made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #950 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Clorox in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s Clorox position peaked at $659 in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.