Lifeworks Advisors’s Clorox CLX Stock Holding History

Lifeworks 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	$6.95M	Buy	72,797 +11,582	+19%	+$1.11M	0.73%	47
2026 Q1	$6.34M	Buy	61,215 +7,485	+14%	+$849K	0.81%	37
2025 Q4	$5.42M	Buy	53,730 +7,664	+17%	+$832K	0.7%	45
2025 Q3	$5.68M	Buy	46,066 +2,075	+5%	+$258K	0.76%	38
2025 Q2	$5.28M	Buy	43,991 +40,519	+1,167%	+$5.41M	0.79%	36
2025 Q1	$511K	Buy	+3,472	New	+$530K	0.09%	177
2023 Q3	–	Sell	-1,438	Closed	-$229K	–	183
2023 Q2	$229K	Buy	1,438 +13	+0.9%	+$2.1K	0.1%	146
2023 Q1	$225K	Buy	+1,425	New	+$214K	0.11%	136
2022 Q4	–	Sell	-1,755	Closed	-$256K	–	117
2022 Q3	$256K	Sell	1,755 -452	-20%	-$65.2K	0.15%	111
2022 Q2	$311K	Buy	+2,207	New	+$315K	0.2%	100
2022 Q1	–	Sell	-8,391	Closed	-$1.46M	–	129
2021 Q4	$1.46M	Buy	+8,391	New	+$1.4M	1.17%	26

Other funds holding CLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lifeworks Advisors's CLX Position: Q2 2026 in Review

Lifeworks Advisors increased its Clorox (CLX) stake by 19% in Q2 2026, buying an estimated $1.11M and bringing the position to 72,797 shares worth $6.95M. The position accounts for 0.73% of the portfolio, ranked #47.

Lifeworks Advisors first reported a position in CLX in Q4 2021 and has held it in 11 quarters since. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Lifeworks Advisors held 72,797 shares of Clorox worth $6.95M as of Q2 2026.
Lifeworks Advisors bought 11,582 Clorox shares in Q2 2026, an estimated $1.11M.
Clorox made up 0.73% of Lifeworks Advisors's portfolio in Q2 2026, its #47 holding.
Lifeworks Advisors first reported a position in Clorox in Q4 2021 and has held it in 11 quarters since.
1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.