Lipe & Dalton
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Lipe & Dalton’s Clorox CLX Stock Holding History

Lipe & Dalton’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 		$480K Hold
5,925
– – 0.22% 59
2026
Q2 		$565K Buy
+5,925
New +$569K 0.26% 55
2020
Q2 		– Sell
-100
Closed -$17K – 98
2020
Q1 		$17K Buy
+100
New +$16.5K 0.01% 93

Other funds holding CLX

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Canvas Wealth Advisors
Canvas Wealth Advisors Shawnee, Kansas $759M AUM 30.53% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Lipe & Dalton's CLX Position: Q3 2026 in Review

Lipe & Dalton held its Clorox (CLX) position steady in Q3 2026 at 5,925 shares worth $480K. The position accounts for 0.22% of the portfolio, ranked #59.

Lipe & Dalton first reported a position in CLX in Q1 2020 and has held it in 3 quarters since. The position peaked at $565K in Q2 2026. 409 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Lipe & Dalton held 5,925 shares of Clorox worth $480K as of Q3 2026.
  • Lipe & Dalton left its Clorox share count unchanged in Q3 2026.
  • Clorox made up 0.22% of Lipe & Dalton's portfolio in Q3 2026, its #59 holding.
  • Lipe & Dalton first reported a position in Clorox in Q1 2020 and has held it in 3 quarters since.
  • Lipe & Dalton's Clorox position peaked at $565K in Q2 2026.
  • 409 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.