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Secured Retirement Advisors’s Clorox CLX Stock Holding History

Secured Retirement 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 		$1.23M Buy
12,926
+23
+0.2% +$2.21K 0.63% 66
2026
Q1 		$1.34M Buy
+12,903
New +$1.46M 0.76% 38

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Secured Retirement Advisors's CLX Position: Q2 2026 in Review

Secured Retirement Advisors increased its Clorox (CLX) stake by 0.18% in Q2 2026, buying an estimated $2.21K and bringing the position to 12,926 shares worth $1.23M. The position accounts for 0.63% of the portfolio, ranked #66.

Secured Retirement Advisors first reported a position in CLX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.34M in Q1 2026. 197 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Secured Retirement Advisors held 12,926 shares of Clorox worth $1.23M as of Q2 2026.
  • Secured Retirement Advisors bought 23 Clorox shares in Q2 2026, an estimated $2.21K.
  • Clorox made up 0.63% of Secured Retirement Advisors's portfolio in Q2 2026, its #66 holding.
  • Secured Retirement Advisors first reported a position in Clorox in Q1 2026 and has held it in 2 quarters since.
  • Secured Retirement Advisors's Clorox position peaked at $1.34M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.