Private Wealth Partners’s Clorox CLX Stock Holding History

Private 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 Q2	$401K	Sell	4,200 -200	-5%	-$19.2K	0.03%	134
2026 Q1	$456K	Sell	4,400 -20	-0.5%	-$2.27K	0.04%	129
2025 Q4	$446K	Sell	4,420 -270	-6%	-$29.3K	0.03%	130
2025 Q3	$578K	Sell	4,690 -100	-2%	-$12.4K	0.04%	118
2025 Q2	$575K	Hold	4,790	–	–	0.04%	123
2025 Q1	$705K	Hold	4,790	–	–	0.06%	107
2024 Q4	$778K	Hold	4,790	–	–	0.06%	103
2024 Q3	$780K	Hold	4,790	–	–	0.06%	99
2024 Q2	$654K	Hold	4,790	–	–	0.05%	102
2024 Q1	$733K	Buy	4,790 +482	+11%	+$72K	0.06%	93
2023 Q4	$614K	Hold	4,308	–	–	0.05%	102
2023 Q3	$565K	Hold	4,308	–	–	0.05%	100
2023 Q2	$685K	Sell	4,308 -270	-6%	-$43.5K	0.06%	97
2023 Q1	$724K	Buy	+4,578	New	+$687K	0.07%	99
2014 Q4	–	Sell	-12,570	Closed	-$1.21M	–	155
2014 Q3	$1.21M	Sell	12,570 -3,310	-21%	-$299K	0.27%	89
2014 Q2	$1.45M	Hold	15,880	–	–	0.32%	75
2014 Q1	$1.4M	Hold	15,880	–	–	0.33%	70
2013 Q4	$1.47M	Sell	15,880 -900	-5%	-$81.1K	0.33%	72
2013 Q3	$1.37M	Sell	16,780 -500	-3%	-$42.2K	0.32%	73
2013 Q2	$1.44M	Buy	+17,280	New	+$1.49M	0.36%	71

Other funds holding CLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Wealth Partners's CLX Position: Q2 2026 in Review

Private Wealth Partners reduced its Clorox (CLX) stake by 4.5% in Q2 2026, selling an estimated $19.2K and leaving 4,200 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #134.

Private Wealth Partners first reported a position in CLX in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.47M in Q4 2013. 1,046 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Private Wealth Partners held 4,200 shares of Clorox worth $401K as of Q2 2026.
Private Wealth Partners sold 200 Clorox shares in Q2 2026, an estimated $19.2K.
Clorox made up 0.03% of Private Wealth Partners's portfolio in Q2 2026, its #134 holding.
Private Wealth Partners first reported a position in Clorox in Q2 2013 and has held it in 20 quarters since.
Private Wealth Partners's Clorox position peaked at $1.47M in Q4 2013.
1,046 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.