Principia Wealth Advisory’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$129K Buy
1,353
+3
+0.2% +$288 0.06% 95
2026
Q1
$140K Buy
1,350
+17
+1% +$1.93K 0.08% 85
2025
Q4
$134K Buy
1,333
+852
+177% +$92.5K 0.08% 89
2025
Q3
$59.4K Sell
481
-1
-0.2% -$124 0.04% 111
2025
Q2
$57.8K Buy
482
+12
+3% +$1.6K 0.05% 105
2025
Q1
$65.8K Buy
470
+3
+0.6% +$458 0.06% 82
2024
Q4
$75.9K Buy
+467
New +$76.4K 0.07% 76

Other funds holding CLX

Principia Wealth Advisory's CLX Position: Q2 2026 in Review

Principia Wealth Advisory increased its Clorox (CLX) stake by 0.22% in Q2 2026, buying an estimated $288 and bringing the position to 1,353 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #95.

Principia Wealth Advisory first reported a position in CLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $140K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Principia Wealth Advisory held 1,353 shares of Clorox worth $129K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Clorox shares in Q2 2026, an estimated $288.
  • Clorox made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #95 holding.
  • Principia Wealth Advisory first reported a position in Clorox in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Clorox position peaked at $140K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.