Strategic Wealth Partners’s Clorox CLX Stock Holding History

Strategic Wealth 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 Q1	$2.28K	Hold	22	–	–	﹤0.01%	1153
2025 Q4	$2.22K	Sell	22 -20	-48%	-$2.17K	﹤0.01%	1187
2025 Q3	$5.18K	Hold	42	–	–	﹤0.01%	1028
2025 Q2	$5.04K	Buy	+42	New	+$5.6K	﹤0.01%	895
2023 Q4	–	Sell	-15,098	Closed	-$1.98M	–	282
2023 Q3	$1.98M	Sell	15,098 -2,241	-13%	-$341K	0.26%	100
2023 Q2	$2.76M	Buy	17,339 +197	+1%	+$31.8K	0.36%	84
2023 Q1	$2.71M	Buy	17,142 +6,207	+57%	+$931K	0.42%	70
2022 Q4	$1.53M	Sell	10,935 -10,998	-50%	-$1.56M	0.29%	97
2022 Q3	$2.82M	Sell	21,933 -285	-1%	-$41.1K	0.6%	49
2022 Q2	$3.13M	Sell	22,218 -707	-3%	-$101K	0.68%	43
2022 Q1	$3.19M	Sell	22,925 -1,435	-6%	-$220K	0.62%	44
2021 Q4	$4.25M	Buy	+24,360	New	+$4.06M	0.81%	33
2018 Q2	–	Sell	-136	Closed	-$18K	–	766
2018 Q1	$18K	Hold	136	–	–	0.01%	383
2017 Q4	$18K	Buy	+136	New	+$18.5K	0.01%	370

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

Strategic Wealth Partners's CLX Position: Q1 2026 in Review

Strategic Wealth Partners held its Clorox (CLX) position steady in Q1 2026 at 22 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Strategic Wealth Partners first reported a position in CLX in Q4 2017 and has held it in 14 quarters since. The position peaked at $4.25M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

Strategic Wealth Partners held 22 shares of Clorox worth $2.28K as of Q1 2026.
Strategic Wealth Partners left its Clorox share count unchanged in Q1 2026.
Clorox made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1153 holding.
Strategic Wealth Partners first reported a position in Clorox in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's Clorox position peaked at $4.25M in Q4 2021.
1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.