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Unique Wealth Strategies’s Clorox CLX Stock Holding History

Unique Wealth Strategies’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 		$903K Buy
+9,461
New +$908K 0.33% 72
2026
Q1 		– Sell
-6,947
Closed -$700K – 223
2025
Q4 		$700K Buy
6,947
+4,464
+180% +$485K 0.27% 94
2025
Q3 		$306K Buy
+2,483
New +$308K 0.12% 187
2024
Q3 		– Sell
-9
Closed -$1.38K – 296
2024
Q2 		$1.38K Buy
+9
New +$1.25K ﹤0.01% 519

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Unique Wealth Strategies's CLX Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Clorox (CLX) in Q2 2026: 9,461 shares worth $903K. The stake represents 0.33% of the portfolio and ranks #72 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in CLX as recently as Q4 2025.

Unique Wealth Strategies first reported a position in CLX in Q2 2024 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Unique Wealth Strategies held 9,461 shares of Clorox worth $903K as of Q2 2026.
  • Clorox was a new Unique Wealth Strategies position in Q2 2026.
  • Clorox made up 0.33% of Unique Wealth Strategies's portfolio in Q2 2026, its #72 holding.
  • Unique Wealth Strategies first reported a position in Clorox in Q2 2024 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.