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Planning Strategies Inc.’s Clorox CLX Stock Holding History

Planning Strategies Inc.’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 		$13.4K Buy
+140
New +$13.4K 0.01% 290

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
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Planning Strategies Inc.'s CLX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Clorox (CLX) in Q2 2026: 140 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings.

374 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Planning Strategies Inc. held 140 shares of Clorox worth $13.4K as of Q2 2026.
  • Clorox was a new Planning Strategies Inc. position in Q2 2026.
  • Clorox made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #290 holding.
  • 374 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.