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Roehl & Yi Investment Advisors’s Clorox CLX Stock Holding History

Roehl & Yi Investment Advisors’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 		$469K Sell
4,913
-9
-0.2% -$864 0.15% 119
2026
Q1 		$510K Buy
4,922
+169
+4% +$19.2K 0.19% 96
2025
Q4 		$479K Buy
+4,753
New +$516K 0.19% 100

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Roehl & Yi Investment Advisors's CLX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Clorox (CLX) stake by 0.18% in Q2 2026, selling an estimated $864 and leaving 4,913 shares worth $469K. The position accounts for 0.15% of the portfolio, ranked #119.

Roehl & Yi Investment Advisors first reported a position in CLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $510K in Q1 2026. 1,043 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Roehl & Yi Investment Advisors held 4,913 shares of Clorox worth $469K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 9 Clorox shares in Q2 2026, an estimated $864.
  • Clorox made up 0.15% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #119 holding.
  • Roehl & Yi Investment Advisors first reported a position in Clorox in Q4 2025 and has held it in 3 quarters since.
  • Roehl & Yi Investment Advisors's Clorox position peaked at $510K in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.