Position in CLX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$867,173
+$193,532 QoQ
Shares Held
8,368
+25.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026AE Wealth Management LLC holds $117,235,378 across 10 Household & Personal Products names. CLX ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
513,197 | $74,126,145 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
258,972 | $24,167,236 | |
| 3 | KMB |
Kimberly Clark Corp
|
109,823 | $10,594,597 | |
| 4 | CL |
Colgate Palmolive Co
|
34,590 | $2,948,082 | |
| 5 | KVUE |
Kenvue Inc.
|
117,083 | $2,018,488 | |
| 6 | ACU |
Acme United Corp
|
30,415 | $1,365,937 | |
| 7 | UL |
Unilever PLC
|
15,384 | $876,420 | |
| 8 | CLX |
Clorox Co /De/
This page
|
8,368 | $867,173 |
All Filings in CLX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $867,173 | 8,368 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $673,641 | 6,681 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $679,131 | 5,508 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $556,283 | 4,633 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $635,528 | 4,316 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $731,330 | 4,503 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $583,542 | 3,582 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $815,677 | 5,977 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $457,797 | 2,990 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,003,959 | 14,054 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,418,069 | 10,820 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,112,210 | 13,281 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,142,411 | 13,539 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,125,718 | 15,148 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,846,119 | 14,379 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,891,105 | 13,414 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,420,747 | 10,219 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,317,638 | 7,557 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,649,309 | 9,959 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,841,918 | 10,238 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,993,690 | 15,521 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,948,545 | 19,555 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,180,281 | 19,890 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,451,786 | 15,735 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,905,057 | 10,996 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||