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Retirement Planning Company of New England’s Clorox CLX Stock Holding History

Retirement Planning Company of New England’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 		$592K Buy
6,202
+1,436
+30% +$138K 0.21% 126
2026
Q1 		$494K Buy
4,766
+245
+5% +$27.8K 0.2% 130
2025
Q4 		$456K Sell
4,521
-209
-4% -$22.7K 0.18% 138
2025
Q3 		$583K Sell
4,730
-52
-1% -$6.45K 0.23% 117
2025
Q2 		$574K Buy
4,782
+45
+0.9% +$6K 0.26% 113
2025
Q1 		$698K Buy
4,737
+92
+2% +$14K 0.35% 90
2024
Q4 		$755K Sell
4,645
-53
-1% -$8.67K 0.37% 80
2024
Q3 		$765K Buy
4,698
+137
+3% +$20.3K 0.38% 82
2024
Q2 		$622K Sell
4,561
-135
-3% -$18.7K 0.34% 88
2024
Q1 		$719K Sell
4,696
-4,161
-47% -$621K 0.39% 78
2023
Q4 		$1.26M Buy
8,857
+647
+8% +$86.3K 0.57% 52
2023
Q3 		$1.08M Buy
8,210
+3,510
+75% +$533K 0.6% 53
2023
Q2 		$748K Buy
4,700
+6
+0.1% +$968 0.43% 78
2023
Q1 		$743K Sell
4,694
-7
-0.1% -$1.05K 0.45% 73
2022
Q4 		$660K Sell
4,701
-890
-16% -$126K 0.43% 76
2022
Q3 		$717K Sell
5,591
-238
-4% -$34.3K 0.52% 62
2022
Q2 		$821K Buy
5,829
+57
+1% +$8.14K 0.56% 58
2022
Q1 		$802K Buy
5,772
+813
+16% +$125K 0.45% 66
2021
Q4 		$864K Buy
+4,959
New +$827K 0.42% 60

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Company of New England's CLX Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Clorox (CLX) stake by 30% in Q2 2026, buying an estimated $138K and bringing the position to 6,202 shares worth $592K. The position accounts for 0.21% of the portfolio, ranked #126.

Retirement Planning Company of New England first reported a position in CLX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q4 2023. 636 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Retirement Planning Company of New England held 6,202 shares of Clorox worth $592K as of Q2 2026.
  • Retirement Planning Company of New England bought 1,436 Clorox shares in Q2 2026, an estimated $138K.
  • Clorox made up 0.21% of Retirement Planning Company of New England's portfolio in Q2 2026, its #126 holding.
  • Retirement Planning Company of New England first reported a position in Clorox in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Clorox position peaked at $1.26M in Q4 2023.
  • 636 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.