Vest Financial
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Vest Financial’s Clorox CLX Stock Holding History

Vest Financial’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
Q3 		$41.5M Buy
511,728
+24,243
+5% +$2.33M 0.44% 115
2026
Q2 		$46.5M Buy
487,485
+19,018
+4% +$1.83M 0.49% 98
2026
Q1 		$48.5M Buy
468,467
+51,076
+12% +$5.79M 0.58% 80
2025
Q4 		$42.1M Buy
417,391
+162
+0% +$17.6K 0.53% 100
2025
Q3 		$51.4M Buy
417,229
+33,267
+9% +$4.13M 0.67% 70
2025
Q2 		$46.1M Buy
383,962
+45,773
+14% +$6.11M 0.65% 79
2025
Q1 		$49.8M Sell
338,189
-18,825
-5% -$2.87M 0.77% 58
2024
Q4 		$58M Sell
357,014
-5,033
-1% -$823K 1.03% 15
2024
Q3 		$59M Buy
362,047
+60,306
+20% +$8.94M 1.13% 10
2024
Q2 		$41.2M Buy
301,741
+31,691
+12% +$4.4M 0.99% 53
2024
Q1 		$41.3M Buy
270,050
+47,674
+21% +$7.12M 1.1% 28
2023
Q4 		$31.7M Buy
222,376
+73,778
+50% +$9.8M 1.18% 23
2023
Q3 		$19.5M Buy
148,598
+75,669
+104% +$11.5M 1.06% 56
2023
Q2 		$11.5M Buy
72,929
+1,103
+2% +$178K 1.07% 56
2023
Q1 		$11.4M Buy
71,826
+5,861
+9% +$879K 1.55% 5
2022
Q4 		$9.26M Buy
65,965
+4,553
+7% +$646K 1.44% 49
2022
Q3 		$7.88M Sell
61,412
-1,236
-2% -$178K 1.49% 45
2022
Q2 		$8.99M Buy
62,648
+15,626
+33% +$2.23M 1.64% 23
2022
Q1 		$6.54M Buy
47,022
+4,901
+12% +$751K 1.19% 64
2021
Q4 		$7.34M Buy
42,121
+13,733
+48% +$2.29M 1.6% 26
2021
Q3 		$4.7M Buy
28,388
+7,084
+33% +$1.22M 1.43% 54
2021
Q2 		$3.83M Buy
21,304
+8,922
+72% +$1.63M 1.45% 53
2021
Q1 		$2.39M Buy
12,382
+2,116
+21% +$407K 1.37% 59
2020
Q4 		$2.07M Buy
+10,266
New +$2.12M 1.39% 60

Other funds holding CLX

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Vest Financial's CLX Position: Q3 2026 in Review

Vest Financial increased its Clorox (CLX) stake by 5% in Q3 2026, buying an estimated $2.33M and bringing the position to 511,728 shares worth $41.5M. The position accounts for 0.44% of the portfolio, ranked #115.

Vest Financial first reported a position in CLX in Q4 2020 and has held it in 24 quarters since. The position peaked at $59M in Q3 2024. 381 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Vest Financial held 511,728 shares of Clorox worth $41.5M as of Q3 2026.
  • Vest Financial bought 24,243 Clorox shares in Q3 2026, an estimated $2.33M.
  • Clorox made up 0.44% of Vest Financial's portfolio in Q3 2026, its #115 holding.
  • Vest Financial first reported a position in Clorox in Q4 2020 and has held it in 24 quarters since.
  • Vest Financial's Clorox position peaked at $59M in Q3 2024.
  • 381 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.