QWM
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Quaker Wealth Management’s Clorox CLX Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-69
Closed -$10.2K – 1026
2025
Q1 		$10.2K Buy
+69
New +$10.5K ﹤0.01% 297

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Quaker Wealth Management's CLX Position: Q2 2026 in Review

Quaker Wealth Management reduced its Clorox (CLX) stake by 2.6% in Q2 2026, selling an estimated $768 and leaving 305 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #209.

Quaker Wealth Management first reported a position in CLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $63.4K in Q4 2025. 286 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Quaker Wealth Management held 305 shares of Clorox worth $29.1K as of Q2 2026.
  • Quaker Wealth Management sold 8 Clorox shares in Q2 2026, an estimated $768.
  • Clorox made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Quaker Wealth Management first reported a position in Clorox in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Clorox position peaked at $63.4K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.