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Mission Wealth Management’s Clorox CLX Stock Holding History

Mission Wealth Management’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 		$617K Sell
6,461
-185
-3% -$17.8K 0.01% 612
2026
Q1 		$689K Sell
6,646
-126
-2% -$14.3K 0.01% 409
2025
Q4 		$683K Sell
6,772
-434
-6% -$47.1K 0.01% 414
2025
Q3 		$889K Buy
7,206
+395
+6% +$49K 0.02% 357
2025
Q2 		$818K Sell
6,811
-842
-11% -$112K 0.02% 361
2025
Q1 		$1.13M Buy
7,653
+268
+4% +$40.9K 0.03% 271
2024
Q4 		$1.2M Sell
7,385
-690
-9% -$113K 0.03% 247
2024
Q3 		$1.32M Buy
8,075
+867
+12% +$128K 0.03% 238
2024
Q2 		$984K Buy
7,208
+20
+0.3% +$2.78K 0.03% 272
2024
Q1 		$1.1M Sell
7,188
-109
-1% -$16.3K 0.03% 272
2023
Q4 		$1.04M Buy
7,297
+423
+6% +$56.4K 0.03% 229
2023
Q3 		$901K Sell
6,874
-19
-0.3% -$2.89K 0.03% 236
2023
Q2 		$1.1M Buy
6,893
+22
+0.3% +$3.55K 0.04% 204
2023
Q1 		$1.09M Buy
6,871
+171
+3% +$25.6K 0.05% 203
2022
Q4 		$940K Buy
6,700
+141
+2% +$20K 0.05% 212
2022
Q3 		$842K Sell
6,559
-32
-0.5% -$4.62K 0.04% 210
2022
Q2 		$929K Buy
6,591
+1,537
+30% +$220K 0.05% 200
2022
Q1 		$702K Buy
5,054
+587
+13% +$90K 0.03% 258
2021
Q4 		$779K Sell
4,467
-5
-0.1% -$834 0.04% 228
2021
Q3 		$741K Buy
4,472
+103
+2% +$17.7K 0.04% 223
2021
Q2 		$786K Buy
4,369
+119
+3% +$21.7K 0.04% 203
2021
Q1 		$820K Buy
4,250
+511
+14% +$98.4K 0.05% 170
2020
Q4 		$755K Sell
3,739
-121
-3% -$25K 0.05% 168
2020
Q3 		$811K Buy
3,860
+118
+3% +$26.3K 0.06% 149
2020
Q2 		$821K Buy
3,742
+133
+4% +$26.6K 0.07% 132
2020
Q1 		$625K Buy
3,609
+223
+7% +$36.8K 0.07% 131
2019
Q4 		$520K Buy
3,386
+84
+3% +$12.6K 0.05% 183
2019
Q3 		$501K Sell
3,302
-65
-2% -$10.3K 0.05% 168
2019
Q2 		$516K Sell
3,367
-623
-16% -$95.2K 0.06% 163
2019
Q1 		$640K Buy
3,990
+142
+4% +$22K 0.07% 140
2018
Q4 		$593K Buy
3,848
+163
+4% +$25.4K 0.08% 131
2018
Q3 		$554K Buy
3,685
+43
+1% +$6.11K 0.07% 138
2018
Q2 		$493K Buy
3,642
+44
+1% +$5.43K 0.07% 141
2018
Q1 		$479K Buy
3,598
+34
+1% +$4.57K 0.08% 120
2017
Q4 		$530K Buy
3,564
+56
+2% +$7.62K 0.09% 107
2017
Q3 		$463K Buy
3,508
+425
+14% +$57.1K 0.09% 103
2017
Q2 		$411K Buy
3,083
+412
+15% +$55.6K 0.08% 113
2017
Q1 		$360K Buy
2,671
+305
+13% +$39.5K 0.07% 121
2016
Q4 		$284K Buy
2,366
+247
+12% +$29.1K 0.06% 135
2016
Q3 		$265K Buy
2,119
+163
+8% +$21.3K 0.06% 128
2016
Q2 		$271K Hold
1,956
– – 0.07% 119
2016
Q1 		$247K Buy
1,956
+50
+3% +$6.36K 0.07% 123
2015
Q4 		$242K Hold
1,906
– – 0.07% 115
2015
Q3 		$220K Hold
1,906
– – 0.07% 119
2015
Q2 		$210K Buy
+1,906
New +$206K 0.07% 126

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mission Wealth Management's CLX Position: Q2 2026 in Review

Mission Wealth Management reduced its Clorox (CLX) stake by 2.8% in Q2 2026, selling an estimated $17.8K and leaving 6,461 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #612.

Mission Wealth Management first reported a position in CLX in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.32M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Mission Wealth Management held 6,461 shares of Clorox worth $617K as of Q2 2026.
  • Mission Wealth Management sold 185 Clorox shares in Q2 2026, an estimated $17.8K.
  • Clorox made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #612 holding.
  • Mission Wealth Management first reported a position in Clorox in Q2 2015 and has held it in 45 quarters since.
  • Mission Wealth Management's Clorox position peaked at $1.32M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.