Position in CLX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,956,138
+$973,519 QoQ
Shares Held
20,496
+116.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#287
of 1,044 holders
Holding Since
Sep 2022
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $7,373,398 across 5 Household & Personal Products names. CLX ranks #2 (26.5% of the industry book) .
All Filings in CLX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,956,138 | 20,496 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $982,619 | 9,482 | Shares | Sole | 2026-05-12 | |
| 2022-09-30 | $118,632 | 924 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||