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Medallion Wealth Advisors’s Clorox CLX Stock Holding History

Medallion Wealth 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
Q1 		$41K Sell
396
-29
-7% -$3.29K 0.01% 509
2025
Q4 		$42.8K Sell
425
-631
-60% -$68.5K 0.01% 492
2025
Q3 		$130K Buy
1,056
+61
+6% +$7.57K 0.05% 304
2025
Q2 		$122K Buy
995
+31
+3% +$4.14K 0.05% 314
2025
Q1 		$142K Buy
964
+2
+0.2% +$305 0.06% 249
2024
Q4 		$153K Buy
+962
New +$157K 0.08% 219

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

Medallion Wealth Advisors's CLX Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Clorox (CLX) stake by 6.8% in Q1 2026, selling an estimated $3.29K and leaving 396 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #509.

Medallion Wealth Advisors first reported a position in CLX in Q4 2024 and has held it in 6 quarters since. The position peaked at $153K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Medallion Wealth Advisors held 396 shares of Clorox worth $41K as of Q1 2026.
  • Medallion Wealth Advisors sold 29 Clorox shares in Q1 2026, an estimated $3.29K.
  • Clorox made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #509 holding.
  • Medallion Wealth Advisors first reported a position in Clorox in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Clorox position peaked at $153K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.