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TrueWealth Advisors’s Clorox CLX Stock Holding History

TrueWealth 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 		$225K Buy
2,361
+3
+0.1% +$288 0.05% 226
2026
Q1 		$244K Buy
2,358
+3
+0.1% +$340 0.06% 211
2025
Q4 		$237K Buy
2,355
+3
+0.1% +$326 0.06% 214
2025
Q3 		$290K Buy
2,352
+3
+0.1% +$372 0.08% 184
2025
Q2 		$282K Buy
2,349
+2
+0.1% +$267 0.08% 181
2025
Q1 		$346K Buy
2,347
+2
+0.1% +$305 0.11% 145
2024
Q4 		$381K Buy
2,345
+2
+0.1% +$327 0.13% 147
2024
Q3 		$382K Buy
2,343
+2
+0.1% +$296 0.13% 148
2024
Q2 		$319K Buy
2,341
+2
+0.1% +$278 0.12% 141
2024
Q1 		$358K Sell
2,339
-31
-1% -$4.63K 0.14% 121
2023
Q4 		$338K Buy
2,370
+3
+0.1% +$400 0.13% 126
2023
Q3 		$310K Buy
2,367
+2
+0.1% +$304 0.13% 121
2023
Q2 		$376K Buy
2,365
+17
+0.7% +$2.74K 0.15% 105
2023
Q1 		$372K Buy
2,348
+2
+0.1% +$300 0.16% 101
2022
Q4 		$329K Buy
2,346
+2
+0.1% +$284 0.14% 124
2022
Q3 		$301K Buy
2,344
+2
+0.1% +$289 0.14% 117
2022
Q2 		$330K Sell
2,342
-66
-3% -$9.43K 0.15% 111
2022
Q1 		$420K Hold
2,408
– – 0.19% 102
2021
Q4 		$420K Buy
2,408
+322
+15% +$53.7K 0.19% 102
2021
Q3 		$345K Hold
2,086
– – 0.19% 93
2021
Q2 		$375K Hold
2,086
– – 0.22% 80
2021
Q1 		$406K Hold
2,086
– – 0.26% 71
2020
Q4 		$404K Buy
+2,086
New +$432K 0.35% 53

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TrueWealth Advisors's CLX Position: Q2 2026 in Review

TrueWealth Advisors increased its Clorox (CLX) stake by 0.13% in Q2 2026, buying an estimated $288 and bringing the position to 2,361 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #226.

TrueWealth Advisors first reported a position in CLX in Q4 2020 and has held it in 23 quarters since. The position peaked at $420K in Q1 2022. 434 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • TrueWealth Advisors held 2,361 shares of Clorox worth $225K as of Q2 2026.
  • TrueWealth Advisors bought 3 Clorox shares in Q2 2026, an estimated $288.
  • Clorox made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #226 holding.
  • TrueWealth Advisors first reported a position in Clorox in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Clorox position peaked at $420K in Q1 2022.
  • 434 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.