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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
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 $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 Trail Advisors's CLX Position: Q1 2026 in Review

Summit Trail Advisors increased its Clorox (CLX) stake by 1.8% in Q1 2026, buying an estimated $61.6K and bringing the position to 30,968 shares worth $3.21M. The position accounts for 0.05% of the portfolio, ranked #286.

Summit Trail Advisors first reported a position in CLX in Q4 2017 and has held it in 8 quarters since. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Summit Trail Advisors held 30,968 shares of Clorox worth $3.21M as of Q1 2026.
  • Summit Trail Advisors bought 543 Clorox shares in Q1 2026, an estimated $61.6K.
  • Clorox made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #286 holding.
  • Summit Trail Advisors first reported a position in Clorox in Q4 2017 and has held it in 8 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.