TCI Wealth Advisors’s Clorox CLX Stock Holding History

TCI Wealth 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	$1.08M	Sell	11,359 -23	-0.2%	-$2.21K	0.05%	108
2026 Q1	$1.18M	Buy	11,382 +2,098	+23%	+$238K	0.06%	91
2025 Q4	$936K	Sell	9,284 -69	-0.7%	-$7.49K	0.05%	99
2025 Q3	$1.15M	Sell	9,353 -3,217	-26%	-$399K	0.07%	97
2025 Q2	$1.51M	Buy	12,570 +22	+0.2%	+$2.94K	0.1%	72
2025 Q1	$1.85M	Buy	12,548 +1,994	+19%	+$304K	0.15%	55
2024 Q4	$1.71M	Sell	10,554 -3,000	-22%	-$491K	0.14%	59
2024 Q3	$2.21M	Sell	13,554 -7,601	-36%	-$1.13M	0.19%	50
2024 Q2	$2.89M	Buy	21,155 +4	+0%	+$555	0.27%	41
2024 Q1	$3.24M	Buy	21,151 +1,856	+10%	+$277K	0.32%	39
2023 Q4	$2.75M	Sell	19,295 -111	-0.6%	-$14.8K	0.29%	37
2023 Q3	$2.54M	Buy	19,406 +89	+0.5%	+$13.5K	0.32%	35
2023 Q2	$3.07M	Hold	19,317	–	–	0.39%	33
2023 Q1	$3.06M	Buy	19,317 +18,504	+2,276%	+$2.77M	0.4%	31
2022 Q4	$114K	Sell	813 -7	-0.9%	-$994	0.02%	237
2022 Q3	$105K	Buy	820 +37	+5%	+$5.34K	0.02%	239
2022 Q2	$110K	Buy	783 +80	+11%	+$11.4K	0.02%	236
2022 Q1	$98K	Sell	703 -18	-2%	-$2.76K	0.01%	266
2021 Q4	$126K	Buy	721 +7	+1%	+$1.17K	0.02%	232
2021 Q3	$118K	Buy	714 +11	+2%	+$1.89K	0.02%	257
2021 Q2	$126K	Sell	703 -45	-6%	-$8.21K	0.02%	242
2021 Q1	$144K	Buy	748 +35	+5%	+$6.74K	0.06%	192
2020 Q4	$144K	Sell	713 -16	-2%	-$3.31K	0.06%	193
2020 Q3	$153K	Hold	729	–	–	0.06%	173
2020 Q2	$160K	Sell	729 -37	-5%	-$7.39K	0.07%	167
2020 Q1	$133K	Buy	766 +17	+2%	+$2.81K	0.07%	178
2019 Q4	$115K	Buy	749 +12	+2%	+$1.79K	0.04%	236
2019 Q3	$112K	Sell	737 -24	-3%	-$3.79K	0.05%	195
2019 Q2	$117K	Hold	761	–	–	0.05%	194
2019 Q1	$122K	Sell	761 -4	-0.5%	-$621	0.05%	208
2018 Q4	$118K	Buy	765 +28	+4%	+$4.36K	0.06%	195
2018 Q3	$111K	Hold	737	–	–	0.05%	220
2018 Q2	$100K	Hold	737	–	–	0.04%	218
2018 Q1	$98K	Hold	737	–	–	0.05%	224
2017 Q4	$110K	Hold	737	–	–	0.05%	223
2017 Q3	$97K	Hold	737	–	–	0.05%	215
2017 Q2	$98K	Buy	737 +34	+5%	+$4.59K	0.05%	201
2017 Q1	$95K	Hold	703	–	–	0.05%	216
2016 Q4	$84K	Sell	703 -20	-3%	-$2.36K	0.04%	247
2016 Q3	$91K	Hold	723	–	–	0.05%	222
2016 Q2	$100K	Hold	723	–	–	0.06%	203
2016 Q1	$91K	Buy	723 +245	+51%	+$31.1K	0.05%	219
2015 Q4	$61K	Hold	478	–	–	0.03%	278
2015 Q3	$55K	Hold	478	–	–	0.03%	268
2015 Q2	$50K	Buy	+478	New	+$51.6K	0.03%	284
2015 Q1	–	Sell	-478	Closed	-$50K	–	892
2014 Q4	$50K	Buy	478 +328	+219%	+$32.8K	0.03%	249
2014 Q3	$14K	Hold	150	–	–	0.01%	384
2014 Q2	$14K	Sell	150 -150	-50%	-$13.4K	0.01%	397
2014 Q1	$26K	Hold	300	–	–	0.02%	299
2013 Q4	$28K	Hold	300	–	–	0.02%	313
2013 Q3	$25K	Sell	300 -230	-43%	-$19.4K	0.02%	269
2013 Q2	$44K	Buy	+530	New	+$45.6K	0.03%	230

Other funds holding CLX

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCI Wealth Advisors's CLX Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Clorox (CLX) stake by 0.2% in Q2 2026, selling an estimated $2.21K and leaving 11,359 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #108.

TCI Wealth Advisors first reported a position in CLX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.24M in Q1 2024. 434 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

TCI Wealth Advisors held 11,359 shares of Clorox worth $1.08M as of Q2 2026.
TCI Wealth Advisors sold 23 Clorox shares in Q2 2026, an estimated $2.21K.
Clorox made up 0.05% of TCI Wealth Advisors's portfolio in Q2 2026, its #108 holding.
TCI Wealth Advisors first reported a position in Clorox in Q2 2013 and has held it in 52 quarters since.
TCI Wealth Advisors's Clorox position peaked at $3.24M in Q1 2024.
434 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.