United Capital Financial Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $346K | Sell |
3,621
-1,624
| -31% | -$156K | ﹤0.01% | 1307 |
|
|
2026
Q1 | $543K | Buy |
5,245
+1,791
| +52% | +$203K | ﹤0.01% | 1026 |
|
|
2025
Q4 | $348K | Sell |
3,454
-1,273
| -27% | -$138K | ﹤0.01% | 1111 |
|
|
2025
Q3 | $583K | Buy |
4,727
+2,053
| +77% | +$255K | ﹤0.01% | 817 |
|
|
2025
Q2 | $321K | Sell |
2,674
-807
| -23% | -$108K | ﹤0.01% | 899 |
|
|
2025
Q1 | $513K | Buy |
3,481
+32
| +0.9% | +$4.89K | ﹤0.01% | 740 |
|
|
2024
Q4 | $560K | Buy |
3,449
+591
| +21% | +$96.7K | ﹤0.01% | 700 |
|
|
2024
Q3 | $466K | Sell |
2,858
-102
| -3% | -$15.1K | ﹤0.01% | 745 |
|
|
2024
Q2 | $404K | Sell |
2,960
-107
| -3% | -$14.9K | ﹤0.01% | 766 |
|
|
2024
Q1 | $470K | Buy |
3,067
+538
| +21% | +$80.3K | ﹤0.01% | 750 |
|
|
2023
Q4 | $361K | Buy |
+2,529
| New | +$337K | ﹤0.01% | 810 |
|
|
2023
Q3 | – | Sell |
-1,435
| Closed | -$228K | – | 846 |
|
|
2023
Q2 | $228K | Sell |
1,435
-1,581
| -52% | -$255K | ﹤0.01% | 828 |
|
|
2023
Q1 | $477K | Sell |
3,016
-4,606
| -60% | -$691K | ﹤0.01% | 733 |
|
|
2022
Q4 | $1.07M | Sell |
7,622
-1,132
| -13% | -$161K | 0.01% | 596 |
|
|
2022
Q3 | $1.12M | Sell |
8,754
-1,887
| -18% | -$272K | 0.01% | 587 |
|
|
2022
Q2 | $1.5M | Buy |
10,641
+1,259
| +13% | +$180K | 0.01% | 550 |
|
|
2022
Q1 | $1.3M | Buy |
9,382
+53
| +0.6% | +$8.12K | 0.01% | 613 |
|
|
2021
Q4 | $1.63M | Sell |
9,329
-917
| -9% | -$153K | 0.01% | 578 |
|
|
2021
Q3 | $1.7M | Sell |
10,246
-541
| -5% | -$93.2K | 0.01% | 560 |
|
|
2021
Q2 | $1.94M | Sell |
10,787
-270
| -2% | -$49.3K | 0.01% | 545 |
|
|
2021
Q1 | $2.13M | Sell |
11,057
-148
| -1% | -$28.5K | 0.01% | 494 |
|
|
2020
Q4 | $2.26M | Sell |
11,205
-958
| -8% | -$198K | 0.01% | 484 |
|
|
2020
Q3 | $2.56M | Sell |
12,163
-3,383
| -22% | -$753K | 0.02% | 448 |
|
|
2020
Q2 | $3.41M | Sell |
15,546
-111,369
| -88% | -$22.3M | 0.02% | 425 |
|
|
2020
Q1 | $22M | Sell |
126,915
-16,440
| -11% | -$2.72M | 0.18% | 121 |
|
|
2019
Q4 | $22M | Sell |
143,355
-82,775
| -37% | -$12.4M | 0.14% | 174 |
|
|
2019
Q3 | $34.3M | Buy |
226,130
+97,878
| +76% | +$15.5M | 0.24% | 99 |
|
|
2019
Q2 | $19.6M | Buy |
128,252
+8,549
| +7% | +$1.31M | 0.13% | 170 |
|
|
2019
Q1 | $19.2M | Buy |
119,703
+6,248
| +6% | +$969K | 0.14% | 165 |
|
|
2018
Q4 | $17.5M | Sell |
113,455
-1,278
| -1% | -$199K | 0.14% | 154 |
|
|
2018
Q3 | $17.3M | Buy |
114,733
+3,709
| +3% | +$527K | 0.12% | 186 |
|
|
2018
Q2 | $15M | Buy |
111,024
+95,768
| +628% | +$11.8M | 0.11% | 202 |
|
|
2018
Q1 | $2.03M | Sell |
15,256
-11,212
| -42% | -$1.51M | 0.02% | 584 |
|
|
2017
Q4 | $3.94M | Buy |
26,468
+294
| +1% | +$40K | 0.03% | 454 |
|
|
2017
Q3 | $3.45M | Buy |
26,174
+9,404
| +56% | +$1.26M | 0.03% | 449 |
|
|
2017
Q2 | $2.23M | Sell |
16,770
-10,566
| -39% | -$1.43M | 0.02% | 539 |
|
|
2017
Q1 | $3.69M | Sell |
27,336
-15
| -0.1% | -$1.94K | 0.03% | 429 |
|
|
2016
Q4 | $3.28M | Buy |
27,351
+9,489
| +53% | +$1.12M | 0.03% | 458 |
|
|
2016
Q3 | $2.24M | Sell |
17,862
-1,237
| -6% | -$162K | 0.02% | 556 |
|
|
2016
Q2 | $2.64M | Buy |
19,099
+3,934
| +26% | +$510K | 0.03% | 496 |
|
|
2016
Q1 | $1.92M | Buy |
15,165
+5,708
| +60% | +$726K | 0.02% | 541 |
|
|
2015
Q4 | $1.2M | Buy |
9,457
+187
| +2% | +$23.2K | 0.01% | 649 |
|
|
2015
Q3 | $1.07M | Sell |
9,270
-492
| -5% | -$55.2K | 0.01% | 673 |
|
|
2015
Q2 | $1.01M | Buy |
9,762
+1,029
| +12% | +$111K | 0.01% | 720 |
|
|
2015
Q1 | $927K | Buy |
8,733
+5,236
| +150% | +$568K | 0.01% | 739 |
|
|
2014
Q4 | $364K | Buy |
3,497
+286
| +9% | +$28.6K | 0.01% | 912 |
|
|
2014
Q3 | $308K | Buy |
+3,211
| New | +$290K | 0.01% | 928 |
|
|
2014
Q2 | – | Sell |
-3,512
| Closed | -$309K | – | 811 |
|
|
2014
Q1 | $309K | Buy |
+3,512
| New | +$308K | 0.01% | 774 |
|
|
2013
Q4 | – | Sell |
-3,862
| Closed | -$316K | – | 655 |
|
|
2013
Q3 | $316K | Sell |
3,862
-1,528
| -28% | -$129K | 0.01% | 550 |
|
|
2013
Q2 | $448K | Buy |
+5,390
| New | +$464K | 0.01% | 526 |
|
Other funds holding CLX
United Capital Financial Advisors's CLX Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Clorox (CLX) stake by 31% in Q2 2026, selling an estimated $156K and leaving 3,621 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.
United Capital Financial Advisors first reported a position in CLX in Q2 2013 and has held it in 50 quarters since. The position peaked at $34.3M in Q3 2019. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.
- United Capital Financial Advisors held 3,621 shares of Clorox worth $346K as of Q2 2026.
- United Capital Financial Advisors sold 1,624 Clorox shares in Q2 2026, an estimated $156K.
- Clorox made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1307 holding.
- United Capital Financial Advisors first reported a position in Clorox in Q2 2013 and has held it in 50 quarters since.
- United Capital Financial Advisors's Clorox position peaked at $34.3M in Q3 2019.
- 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.