Live Oak Private Wealth’s Clorox CLX Stock Holding History

Live Oak Private Wealth’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	$6.26M	Buy	+65,586	New	+$6.3M	0.78%	48

Other funds holding CLX

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Live Oak Private Wealth's CLX Position: Q2 2026 in Review

Live Oak Private Wealth opened a new position in Clorox (CLX) in Q2 2026: 65,586 shares worth $6.26M. The stake represents 0.78% of the portfolio and ranks #48 among its holdings.

218 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Live Oak Private Wealth held 65,586 shares of Clorox worth $6.26M as of Q2 2026.
Clorox was a new Live Oak Private Wealth position in Q2 2026.
Clorox made up 0.78% of Live Oak Private Wealth's portfolio in Q2 2026, its #48 holding.
218 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.