Physician Wealth Advisors’s Clorox CLX Stock Holding History

Physician 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 Q2	$4.1K	Buy	43 +19	+79%	+$1.82K	﹤0.01%	1189
2026 Q1	$2.49K	Sell	24 -11	-31%	-$1.25K	﹤0.01%	1255
2025 Q4	$3.53K	Sell	35 -98	-74%	-$10.6K	﹤0.01%	1083
2025 Q3	$16.4K	Buy	133 +95	+250%	+$11.8K	﹤0.01%	629
2025 Q2	$4.51K	Buy	38 +5	+15%	+$667	﹤0.01%	824
2025 Q1	$4.9K	Hold	33	–	–	﹤0.01%	737
2024 Q4	$5.36K	Buy	+33	New	+$5.4K	﹤0.01%	726

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

Physician Wealth Advisors's CLX Position: Q2 2026 in Review

Physician Wealth Advisors increased its Clorox (CLX) stake by 79% in Q2 2026, buying an estimated $1.82K and bringing the position to 43 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Physician Wealth Advisors first reported a position in CLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.4K in Q3 2025. 223 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Physician Wealth Advisors held 43 shares of Clorox worth $4.1K as of Q2 2026.
Physician Wealth Advisors bought 19 Clorox shares in Q2 2026, an estimated $1.82K.
Clorox made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1189 holding.
Physician Wealth Advisors first reported a position in Clorox in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Clorox position peaked at $16.4K in Q3 2025.
223 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

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