Sound View Wealth Advisors Group’s Clorox CLX Stock Holding History

Sound View Wealth Advisors Group’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 Q1	$203K	Buy	+1,962	New	+$222K	0.01%	411
2025 Q4	–	Sell	-2,028	Closed	-$250K	–	421
2025 Q3	$250K	Buy	+2,028	New	+$252K	0.02%	381
2025 Q1	–	Sell	-1,345	Closed	-$218K	–	415
2024 Q4	$218K	Buy	1,345 +77	+6%	+$12.6K	0.02%	387
2024 Q3	$207K	Buy	+1,268	New	+$188K	0.02%	396
2021 Q1	–	Sell	-1,228	Closed	-$248K	–	271
2020 Q4	$248K	Hold	1,228	–	–	0.06%	226
2020 Q3	$258K	Hold	1,228	–	–	0.07%	210
2020 Q2	$269K	Hold	1,228	–	–	0.08%	199
2020 Q1	$213K	Buy	+1,228	New	+$203K	0.07%	201

Other funds holding CLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Sound View Wealth Advisors Group's CLX Position: Q1 2026 in Review

Sound View Wealth Advisors Group opened a new position in Clorox (CLX) in Q1 2026: 1,962 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Sound View Wealth Advisors Group previously reported a position in CLX as recently as Q3 2025.

Sound View Wealth Advisors Group first reported a position in CLX in Q1 2020 and has held it in 8 quarters since. The position peaked at $269K in Q2 2020. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

Sound View Wealth Advisors Group held 1,962 shares of Clorox worth $203K as of Q1 2026.
Clorox was a new Sound View Wealth Advisors Group position in Q1 2026.
Clorox made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #411 holding.
Sound View Wealth Advisors Group first reported a position in Clorox in Q1 2020 and has held it in 8 quarters since.
Sound View Wealth Advisors Group's Clorox position peaked at $269K in Q2 2020.
1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.