Root Financial Partners
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Root Financial Partners’s Clorox CLX Stock Holding History

Root Financial 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 		$120K Buy
+1,477
New +$142K ﹤0.01% 652
2026
Q2 		– Sell
-318
Closed -$33K – 952
2026
Q1 		$33K Buy
318
+145
+84% +$16.4K ﹤0.01% 1059
2025
Q4 		$17.4K Sell
173
-62
-26% -$6.73K ﹤0.01% 1242
2025
Q3 		$29K Buy
+235
New +$29.2K ﹤0.01% 911

Other funds holding CLX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Root Financial Partners's CLX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Clorox (CLX) in Q3 2026: 1,477 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CLX as recently as Q1 2026.

Root Financial Partners first reported a position in CLX in Q3 2025 and has held it in 4 quarters since. 832 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Root Financial Partners held 1,477 shares of Clorox worth $120K as of Q3 2026.
  • Clorox was a new Root Financial Partners position in Q3 2026.
  • Clorox made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #652 holding.
  • Root Financial Partners first reported a position in Clorox in Q3 2025 and has held it in 4 quarters since.
  • 832 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.