WG
CLX icon

Wealth Group’s Clorox CLX Stock Holding History

Wealth Group’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 		$233K Buy
+2,446
New +$235K 0.06% 104
2025
Q2 		– Sell
-1,725
Closed -$254K – 108
2025
Q1 		$254K Sell
1,725
-623
-27% -$95.1K 0.16% 130
2024
Q4 		$381K Sell
2,348
-52
-2% -$8.51K 0.25% 91
2024
Q3 		$390K Sell
2,400
-144
-6% -$21.3K 0.26% 93
2024
Q2 		$347K Sell
2,544
-156
-6% -$21.7K 0.25% 101
2024
Q1 		$413K Buy
+2,700
New +$403K 0.31% 78

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
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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Wealth Group's CLX Position: Q2 2026 in Review

Wealth Group opened a new position in Clorox (CLX) in Q2 2026: 2,446 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #104 among its holdings. This is a return to the name: Wealth Group previously reported a position in CLX as recently as Q1 2025.

Wealth Group first reported a position in CLX in Q1 2024 and has held it in 6 quarters since. The position peaked at $413K in Q1 2024. 249 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Wealth Group held 2,446 shares of Clorox worth $233K as of Q2 2026.
  • Clorox was a new Wealth Group position in Q2 2026.
  • Clorox made up 0.06% of Wealth Group's portfolio in Q2 2026, its #104 holding.
  • Wealth Group first reported a position in Clorox in Q1 2024 and has held it in 6 quarters since.
  • Wealth Group's Clorox position peaked at $413K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.