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SlateStone Wealth’s Clorox CLX Stock Holding History

SlateStone Wealth’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 		$526K Buy
5,515
+40
+0.7% +$3.84K 0.04% 219
2026
Q1 		$567K Buy
5,475
+395
+8% +$44.8K 0.05% 211
2025
Q4 		$512K Sell
5,080
-110
-2% -$11.9K 0.04% 213
2025
Q3 		$640K Hold
5,190
– – 0.06% 195
2025
Q2 		$623K Hold
5,190
– – 0.06% 193
2025
Q1 		$764K Hold
5,190
– – 0.08% 168
2024
Q4 		$843K Buy
5,190
+175
+3% +$28.6K 0.08% 167
2024
Q3 		$817K Buy
5,015
+25
+0.5% +$3.71K 0.07% 173
2024
Q2 		$681K Hold
4,990
– – 0.07% 180
2024
Q1 		$764K Buy
+4,990
New +$745K 0.08% 172
2019
Q4 		– Sell
-4,518
Closed -$686K – 214
2019
Q3 		$686K Hold
4,518
– – 0.2% 88
2019
Q2 		$692K Sell
4,518
-525
-10% -$80.2K 0.19% 94
2019
Q1 		$809K Buy
5,043
+605
+14% +$93.9K 0.25% 81
2018
Q4 		$684K Buy
+4,438
New +$691K 0.31% 61

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

SlateStone Wealth's CLX Position: Q2 2026 in Review

SlateStone Wealth increased its Clorox (CLX) stake by 0.73% in Q2 2026, buying an estimated $3.84K and bringing the position to 5,515 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #219.

SlateStone Wealth first reported a position in CLX in Q4 2018 and has held it in 14 quarters since. The position peaked at $843K in Q4 2024. 218 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • SlateStone Wealth held 5,515 shares of Clorox worth $526K as of Q2 2026.
  • SlateStone Wealth bought 40 Clorox shares in Q2 2026, an estimated $3.84K.
  • Clorox made up 0.04% of SlateStone Wealth's portfolio in Q2 2026, its #219 holding.
  • SlateStone Wealth first reported a position in Clorox in Q4 2018 and has held it in 14 quarters since.
  • SlateStone Wealth's Clorox position peaked at $843K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.