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Optimist Retirement Group’s Clorox CLX Stock Holding History

Optimist Retirement Group’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 		$204K Hold
2,135
– – 0.08% 117
2026
Q1 		$221K Buy
+2,135
New +$242K 0.1% 107
2025
Q4 		– Sell
-3,211
Closed -$396K – 114
2025
Q3 		$396K Buy
+3,211
New +$399K 0.18% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Optimist Retirement Group's CLX Position: Q2 2026 in Review

Optimist Retirement Group held its Clorox (CLX) position steady in Q2 2026 at 2,135 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #117.

Optimist Retirement Group first reported a position in CLX in Q3 2025 and has held it in 3 quarters since. The position peaked at $396K in Q3 2025. 724 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Optimist Retirement Group held 2,135 shares of Clorox worth $204K as of Q2 2026.
  • Optimist Retirement Group left its Clorox share count unchanged in Q2 2026.
  • Clorox made up 0.08% of Optimist Retirement Group's portfolio in Q2 2026, its #117 holding.
  • Optimist Retirement Group first reported a position in Clorox in Q3 2025 and has held it in 3 quarters since.
  • Optimist Retirement Group's Clorox position peaked at $396K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.