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 Q3	$340K	Hold	4,200	–	–	0.02%	136
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%	-$43.6K	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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Private Wealth Partners's CLX Position: Q3 2026 in Review

Private Wealth Partners held its Clorox (CLX) position steady in Q3 2026 at 4,200 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #136.

Private Wealth Partners first reported a position in CLX in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.47M in Q4 2013. 232 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

Private Wealth Partners held 4,200 shares of Clorox worth $340K as of Q3 2026.
Private Wealth Partners left its Clorox share count unchanged in Q3 2026.
Clorox made up 0.02% of Private Wealth Partners's portfolio in Q3 2026, its #136 holding.
Private Wealth Partners first reported a position in Clorox in Q2 2013 and has held it in 21 quarters since.
Private Wealth Partners's Clorox position peaked at $1.47M in Q4 2013.
232 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.