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Summit Securities Group’s Clorox CLX Stock Holding History

Summit Securities 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
2022
Q1 		– Sell
-3,000
Closed -$523K – 1133
2021
Q4 		$523K Buy
+3,000
New +$500K 0.02% 358
2020
Q4 		– Sell
-41
Closed -$862K – 560
2020
Q3 		$862K Buy
+41
New +$9.13K 0.09% 167

Other funds holding CLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Summit Securities Group's CLX Position: Q1 2026 in Review

Summit Securities Group reduced its Clorox (CLX) stake by 16% in Q1 2026, selling an estimated $18.3K and leaving 820 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #305.

Summit Securities Group first reported a position in CLX in Q4 2013 and has held it in 21 quarters since. The position peaked at $716K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Summit Securities Group held 820 shares of Clorox worth $85K as of Q1 2026.
  • Summit Securities Group sold 161 Clorox shares in Q1 2026, an estimated $18.3K.
  • Clorox made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #305 holding.
  • Summit Securities Group first reported a position in Clorox in Q4 2013 and has held it in 21 quarters since.
  • Summit Securities Group's Clorox position peaked at $716K in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.