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Principle Wealth Partners’s Clorox CLX Stock Holding History

Principle Wealth Partners’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
Q1 		$485K Buy
4,684
+2,139
+84% +$243K 0.03% 243
2025
Q4 		$257K Buy
2,545
+36
+1% +$3.91K 0.01% 336
2025
Q3 		$309K Buy
2,509
+110
+5% +$13.7K 0.02% 306
2025
Q2 		$288K Sell
2,399
-95
-4% -$12.7K 0.02% 312
2025
Q1 		$367K Sell
2,494
-60
-2% -$9.16K 0.03% 253
2024
Q4 		$415K Sell
2,554
-180
-7% -$29.4K 0.03% 239
2024
Q3 		$445K Hold
2,734
– – 0.03% 244
2024
Q2 		$373K Hold
2,734
– – 0.03% 250
2024
Q1 		$419K Buy
2,734
+344
+14% +$51.4K 0.03% 241
2023
Q4 		$341K Sell
2,390
-320
-12% -$42.7K 0.03% 254
2023
Q3 		$355K Hold
2,710
– – 0.04% 239
2023
Q2 		$431K Hold
2,710
– – 0.04% 215
2023
Q1 		$429K Hold
2,710
– – 0.05% 209
2022
Q4 		$380K Sell
2,710
-10
-0.4% -$1.42K 0.04% 222
2022
Q3 		$349 Buy
2,720
+10
+0.4% +$1.44K 0.03% 216
2022
Q2 		$382K Sell
2,710
-310
-10% -$44.3K 0.05% 216
2022
Q1 		$420K Sell
3,020
-134
-4% -$20.5K 0.04% 219
2021
Q4 		$550K Sell
3,154
-99
-3% -$16.5K 0.06% 194
2021
Q3 		$539K Buy
3,253
+141
+5% +$24.3K 0.06% 187
2021
Q2 		$560K Sell
3,112
-50
-2% -$9.13K 0.06% 186
2021
Q1 		$610K Buy
3,162
+1
+0% +$192 0.07% 169
2020
Q4 		$638K Buy
+3,161
New +$654K 0.08% 157
2020
Q3 		– Sell
-150
Closed -$33K – 204
2020
Q2 		$33K Buy
+150
New +$30K 0.01% 318

Other funds holding CLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Principle Wealth Partners's CLX Position: Q1 2026 in Review

Principle Wealth Partners increased its Clorox (CLX) stake by 84% in Q1 2026, buying an estimated $243K and bringing the position to 4,684 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #243.

Principle Wealth Partners first reported a position in CLX in Q2 2020 and has held it in 23 quarters since. The position peaked at $638K in Q4 2020. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Principle Wealth Partners held 4,684 shares of Clorox worth $485K as of Q1 2026.
  • Principle Wealth Partners bought 2,139 Clorox shares in Q1 2026, an estimated $243K.
  • Clorox made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #243 holding.
  • Principle Wealth Partners first reported a position in Clorox in Q2 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Clorox position peaked at $638K in Q4 2020.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.