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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
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

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
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Root Financial Partners's CLX Position: Q2 2026 in Review

Root Financial Partners sold out of Clorox (CLX) in Q2 2026, closing a stake of 318 shares — an estimated $33K sold.

Root Financial Partners first reported a position in CLX in Q3 2025 and held it in 3 quarters. The position peaked at $33K in Q1 2026. 384 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Root Financial Partners reported no remaining Clorox position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 318 Clorox shares in Q2 2026, an estimated $33K.
  • Root Financial Partners first reported a position in Clorox in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Clorox position peaked at $33K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.