Moisand Fitzgerald Tamayo’s Clorox CLX Stock Holding History

Moisand Fitzgerald Tamayo’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	$28.9K	Hold	303	–	–	﹤0.01%	254
2026 Q1	$31.4K	Hold	303	–	–	﹤0.01%	239
2025 Q4	$30.6K	Sell	303 -94	-24%	-$10.2K	﹤0.01%	244
2025 Q3	$49K	Hold	397	–	–	0.01%	200
2025 Q2	$47.7K	Hold	397	–	–	0.01%	199
2025 Q1	$58.5K	Hold	397	–	–	0.01%	176
2024 Q4	$64.5K	Hold	397	–	–	0.01%	168
2024 Q3	$64.7K	Buy	+397	New	+$58.8K	0.01%	169
2017 Q4	–	Sell	-77	Closed	-$10K	–	291
2017 Q3	$10K	Buy	+77	New	+$10.3K	0.01%	205
2016 Q2	–	Sell	-77	Closed	-$10K	–	78
2016 Q1	$10K	Sell	77 -23	-23%	-$2.92K	0.01%	152
2015 Q4	$13K	Buy	+100	New	+$12.4K	0.01%	138

Other funds holding CLX

CIM

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

BHIA

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

SIS

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

GHAM

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

CWA

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

CWP

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

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

YCM

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

Moisand Fitzgerald Tamayo's CLX Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Clorox (CLX) position steady in Q2 2026 at 303 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Moisand Fitzgerald Tamayo first reported a position in CLX in Q4 2015 and has held it in 11 quarters since. The position peaked at $64.7K in Q3 2024. 197 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Moisand Fitzgerald Tamayo held 303 shares of Clorox worth $28.9K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Clorox share count unchanged in Q2 2026.
Clorox made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #254 holding.
Moisand Fitzgerald Tamayo first reported a position in Clorox in Q4 2015 and has held it in 11 quarters since.
Moisand Fitzgerald Tamayo's Clorox position peaked at $64.7K in Q3 2024.
197 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.