Wolff Financial Management’s Clorox CLX Stock Holding History

Wolff Financial Management’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	$356K	Hold	3,725	–	–	0.07%	84
2026 Q1	$386K	Hold	3,725	–	–	0.09%	79
2025 Q4	$376K	Hold	3,725	–	–	0.08%	80
2025 Q3	$459K	Hold	3,725	–	–	0.11%	72
2025 Q2	$447K	Hold	3,725	–	–	0.12%	72
2025 Q1	$549K	Hold	3,725	–	–	0.15%	65
2024 Q4	$605K	Hold	3,725	–	–	0.17%	57
2024 Q3	$607K	Buy	+3,725	New	+$552K	0.16%	60
2024 Q2	–	Sell	-3,725	Closed	-$570K	–	46
2024 Q1	$570K	Hold	3,725	–	–	0.17%	62
2023 Q4	$531K	Hold	3,725	–	–	0.16%	63
2023 Q3	$488K	Buy	+3,725	New	+$566K	0.17%	63
2023 Q2	–	Sell	-3,725	Closed	-$589K	–	44
2023 Q1	$589K	Hold	3,725	–	–	0.21%	60
2022 Q4	$523K	Hold	3,725	–	–	0.19%	64
2022 Q3	$478K	Hold	3,725	–	–	0.22%	65
2022 Q2	$525K	Hold	3,725	–	–	0.23%	64
2022 Q1	$518K	Hold	3,725	–	–	0.21%	72
2021 Q4	$649K	Buy	+3,725	New	+$621K	0.25%	60
2021 Q1	$718K	Sell	3,725 -50	-1%	-$9.63K	0.33%	51
2020 Q4	$762K	Hold	3,775	–	–	0.4%	43
2020 Q3	$793K	Hold	3,775	–	–	0.47%	42
2020 Q2	$828K	Hold	3,775	–	–	0.53%	37
2020 Q1	$654K	Hold	3,775	–	–	0.49%	39
2019 Q4	$580K	Hold	3,775	–	–	0.38%	47
2019 Q3	$573K	Hold	3,775	–	–	0.42%	47
2019 Q2	$578K	Hold	3,775	–	–	0.44%	48
2019 Q1	$606K	Hold	3,775	–	–	0.5%	44
2018 Q4	$582K	Buy	+3,775	New	+$588K	0.57%	38

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Wolff Financial Management's CLX Position: Q2 2026 in Review

Wolff Financial Management held its Clorox (CLX) position steady in Q2 2026 at 3,725 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #84.

Wolff Financial Management first reported a position in CLX in Q4 2018 and has held it in 27 quarters since. The position peaked at $828K in Q2 2020. 197 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Wolff Financial Management held 3,725 shares of Clorox worth $356K as of Q2 2026.
Wolff Financial Management left its Clorox share count unchanged in Q2 2026.
Clorox made up 0.07% of Wolff Financial Management's portfolio in Q2 2026, its #84 holding.
Wolff Financial Management first reported a position in Clorox in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's Clorox position peaked at $828K in Q2 2020.
197 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.