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Modera Wealth Management’s Clorox CLX Stock Holding History

Modera 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 		$305K Hold
3,200
– – ﹤0.01% 542
2026
Q1 		$332K Sell
3,200
-11
-0.3% -$1.25K ﹤0.01% 516
2025
Q4 		$324K Buy
3,211
+4
+0.1% +$434 ﹤0.01% 528
2025
Q3 		$395K Sell
3,207
-1,031
-24% -$128K ﹤0.01% 491
2025
Q2 		$509K Sell
4,238
-134
-3% -$17.9K 0.01% 443
2025
Q1 		$644K Sell
4,372
-581
-12% -$88.7K 0.01% 383
2024
Q4 		$804K Buy
4,953
+322
+7% +$52.7K 0.01% 361
2024
Q3 		$754K Sell
4,631
-75
-2% -$11.1K 0.01% 349
2024
Q2 		$642K Sell
4,706
-79
-2% -$11K 0.01% 352
2024
Q1 		$733K Buy
4,785
+92
+2% +$13.7K 0.01% 342
2023
Q4 		$669K Sell
4,693
-437
-9% -$58.3K 0.01% 340
2023
Q3 		$672K Buy
5,130
+71
+1% +$10.8K 0.01% 322
2023
Q2 		$805K Buy
5,059
+2,532
+100% +$408K 0.01% 314
2023
Q1 		$400K Buy
2,527
+800
+46% +$120K 0.02% 242
2022
Q4 		$242K Sell
1,727
-2
-0.1% -$284 0.01% 310
2022
Q3 		$222K Hold
1,729
– – 0.01% 287
2022
Q2 		$244K Buy
+1,729
New +$247K 0.01% 286
2022
Q1 		– Sell
-1,473
Closed -$257K – 401
2021
Q4 		$257K Buy
+1,473
New +$246K 0.01% 470

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Modera Wealth Management held its Clorox (CLX) position steady in Q2 2026 at 3,200 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Modera Wealth Management first reported a position in CLX in Q4 2021 and has held it in 18 quarters since. The position peaked at $805K in Q2 2023. 598 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Modera Wealth Management held 3,200 shares of Clorox worth $305K as of Q2 2026.
  • Modera Wealth Management left its Clorox share count unchanged in Q2 2026.
  • Clorox made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #542 holding.
  • Modera Wealth Management first reported a position in Clorox in Q4 2021 and has held it in 18 quarters since.
  • Modera Wealth Management's Clorox position peaked at $805K in Q2 2023.
  • 598 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.