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United Asset Strategies’s Clorox CLX Stock Holding History

United Asset 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 		$472K Sell
4,941
-2,406
-33% -$231K 0.03% 212
2026
Q1 		$761K Buy
7,347
+5,205
+243% +$590K 0.06% 166
2025
Q4 		$216K Sell
2,142
-39,055
-95% -$4.24M 0.02% 253
2025
Q3 		$5.08M Sell
41,197
-152
-0.4% -$18.9K 0.41% 59
2025
Q2 		$4.96M Buy
41,349
+6,993
+20% +$933K 0.42% 57
2025
Q1 		$5.06M Buy
34,356
+1,367
+4% +$209K 0.47% 57
2024
Q4 		$5.36M Buy
32,989
+402
+1% +$65.8K 0.49% 52
2024
Q3 		$5.31M Buy
32,587
+257
+0.8% +$38.1K 0.49% 53
2024
Q2 		$4.41M Buy
32,330
+42
+0.1% +$5.83K 0.44% 59
2024
Q1 		$4.94M Buy
32,288
+396
+1% +$59.1K 0.49% 57
2023
Q4 		$4.55M Buy
31,892
+13,726
+76% +$1.83M 0.51% 55
2023
Q3 		$2.38M Sell
18,166
-8,421
-32% -$1.28M 0.31% 77
2023
Q2 		$4.23M Sell
26,587
-30
-0.1% -$4.84K 0.53% 52
2023
Q1 		$4.21M Buy
26,617
+1,324
+5% +$199K 0.56% 51
2022
Q4 		$3.55M Buy
25,293
+22,114
+696% +$3.14M 0.49% 61
2022
Q3 		$408K Buy
3,179
+332
+12% +$47.9K 0.06% 163
2022
Q2 		$401K Sell
2,847
-269
-9% -$38.4K 0.06% 163
2022
Q1 		$433K Buy
3,116
+522
+20% +$80K 0.06% 159
2021
Q4 		$452K Sell
2,594
-130
-5% -$21.7K 0.05% 158
2021
Q3 		$451K Buy
2,724
+26
+1% +$4.48K 0.06% 152
2021
Q2 		$485K Buy
2,698
+65
+2% +$11.9K 0.06% 148
2021
Q1 		$508K Sell
2,633
-3,259
-55% -$627K 0.07% 144
2020
Q4 		$1.19M Buy
5,892
+276
+5% +$57.1K 0.19% 94
2020
Q3 		$1.18M Buy
5,616
+31
+0.6% +$6.9K 0.22% 85
2020
Q2 		$1.23M Buy
5,585
+137
+3% +$27.4K 0.24% 82
2020
Q1 		$944K Buy
+5,448
New +$900K 0.23% 84

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
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
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
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

United Asset Strategies's CLX Position: Q2 2026 in Review

United Asset Strategies reduced its Clorox (CLX) stake by 33% in Q2 2026, selling an estimated $231K and leaving 4,941 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #212.

United Asset Strategies first reported a position in CLX in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.36M in Q4 2024. 286 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • United Asset Strategies held 4,941 shares of Clorox worth $472K as of Q2 2026.
  • United Asset Strategies sold 2,406 Clorox shares in Q2 2026, an estimated $231K.
  • Clorox made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #212 holding.
  • United Asset Strategies first reported a position in Clorox in Q1 2020 and has held it in 26 quarters since.
  • United Asset Strategies's Clorox position peaked at $5.36M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.