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Summit Trail Advisors’s Clorox CLX Stock Holding History

Summit Trail Advisors’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 		$3.09M Buy
32,334
+1,366
+4% +$131K 0.04% 355
2026
Q1 		$3.21M Buy
30,968
+543
+2% +$61.6K 0.05% 286
2025
Q4 		$3.07M Buy
30,425
+4,624
+18% +$502K 0.05% 227
2025
Q3 		$3.18M Buy
25,801
+19,622
+318% +$2.44M 0.04% 238
2025
Q2 		$742K Buy
+6,179
New +$824K 0.01% 580
2024
Q4 		– Sell
-9,480
Closed -$1.54M – 467
2024
Q3 		$1.54M Buy
9,480
+213
+2% +$31.6K 0.04% 198
2024
Q2 		$1.26M Sell
9,267
-132
-1% -$18.3K 0.03% 199
2024
Q1 		$1.44M Buy
+9,399
New +$1.4M 0.04% 168
2018
Q1 		– Sell
-283
Closed -$41K – 668
2017
Q4 		$41K Buy
+283
New +$38.5K 0.01% 867

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 Trail Advisors's CLX Position: Q2 2026 in Review

Summit Trail Advisors increased its Clorox (CLX) stake by 4.4% in Q2 2026, buying an estimated $131K and bringing the position to 32,334 shares worth $3.09M. The position accounts for 0.04% of the portfolio, ranked #355.

Summit Trail Advisors first reported a position in CLX in Q4 2017 and has held it in 9 quarters since. The position peaked at $3.21M in Q1 2026. 1,046 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Summit Trail Advisors held 32,334 shares of Clorox worth $3.09M as of Q2 2026.
  • Summit Trail Advisors bought 1,366 Clorox shares in Q2 2026, an estimated $131K.
  • Clorox made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #355 holding.
  • Summit Trail Advisors first reported a position in Clorox in Q4 2017 and has held it in 9 quarters since.
  • Summit Trail Advisors's Clorox position peaked at $3.21M in Q1 2026.
  • 1,046 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.