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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Private Wealth Partners reduced its Clorox (CLX) stake by 0.45% in Q1 2026, selling an estimated $2.27K and leaving 4,400 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #129.

Private Wealth Partners first reported a position in CLX in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.47M in Q4 2013. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

Private Wealth Partners held 4,400 shares of Clorox worth $456K as of Q1 2026.
Private Wealth Partners sold 20 Clorox shares in Q1 2026, an estimated $2.27K.
Clorox made up 0.04% of Private Wealth Partners's portfolio in Q1 2026, its #129 holding.
Private Wealth Partners first reported a position in Clorox in Q2 2013 and has held it in 19 quarters since.
Private Wealth Partners's Clorox position peaked at $1.47M in Q4 2013.
1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.