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Pinnacle Wealth Planning Services’s Clorox CLX Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.25K Sell
76
-190
-71% -$18.2K ﹤0.01% 2186
2026
Q1 		$27.6K Buy
266
+191
+255% +$21.7K ﹤0.01% 1527
2025
Q4 		$7.56K Buy
+75
New +$8.14K ﹤0.01% 2126
2021
Q1 		– Sell
-973
Closed -$196K – 662
2020
Q4 		$196K Buy
+973
New +$201K 0.05% 284

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

Pinnacle Wealth Planning Services's CLX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Clorox (CLX) stake by 71% in Q2 2026, selling an estimated $18.2K and leaving 76 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

Pinnacle Wealth Planning Services first reported a position in CLX in Q4 2020 and has held it in 4 quarters since. The position peaked at $196K in Q4 2020. 1,046 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 76 shares of Clorox worth $7.25K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 190 Clorox shares in Q2 2026, an estimated $18.2K.
  • Clorox made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2186 holding.
  • Pinnacle Wealth Planning Services first reported a position in Clorox in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Clorox position peaked at $196K in Q4 2020.
  • 1,046 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.