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Summit Financial’s Clorox CLX Stock Holding History

Summit Financial’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 		$603K Buy
6,315
+2,986
+90% +$287K 0.01% 1023
2026
Q1 		$345K Buy
3,329
+139
+4% +$15.8K ﹤0.01% 1130
2025
Q4 		$322K Sell
3,190
-323
-9% -$35.1K ﹤0.01% 1056
2025
Q3 		$433K Sell
3,513
-3
-0.1% -$372 0.01% 926
2025
Q2 		$422K Sell
3,516
-523
-13% -$69.8K 0.01% 603
2025
Q1 		$595K Buy
4,039
+161
+4% +$24.6K 0.02% 472
2024
Q4 		$630K Buy
3,878
+236
+6% +$38.6K 0.02% 408
2024
Q3 		$593K Buy
3,642
+430
+13% +$63.7K 0.02% 347
2024
Q2 		$438K Buy
3,212
+382
+13% +$53K 0.02% 350
2024
Q1 		$433K Sell
2,830
-62
-2% -$9.26K 0.03% 277
2023
Q4 		$412K Sell
2,892
-133
-4% -$17.7K 0.03% 267
2023
Q3 		$396K Sell
3,025
-16
-0.5% -$2.43K 0.03% 266
2023
Q2 		$484K Buy
3,041
+1,464
+93% +$236K 0.04% 228
2023
Q1 		$250K Buy
1,577
+17
+1% +$2.55K 0.02% 226
2022
Q4 		$219K Buy
+1,560
New +$221K 0.02% 230

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's CLX Position: Q2 2026 in Review

Summit Financial increased its Clorox (CLX) stake by 90% in Q2 2026, buying an estimated $287K and bringing the position to 6,315 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #1023.

Summit Financial first reported a position in CLX in Q4 2022 and has held it in 15 quarters since. The position peaked at $630K in Q4 2024. 1,051 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Summit Financial held 6,315 shares of Clorox worth $603K as of Q2 2026.
  • Summit Financial bought 2,986 Clorox shares in Q2 2026, an estimated $287K.
  • Clorox made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1023 holding.
  • Summit Financial first reported a position in Clorox in Q4 2022 and has held it in 15 quarters since.
  • Summit Financial's Clorox position peaked at $630K in Q4 2024.
  • 1,051 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.