Position in CLX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$723,626
-$91,423 QoQ
Shares Held
7,582
-3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#451
of 1,040 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Aegis Wealth Management, Inc. holds $1,295,814 across 2 Household & Personal Products names. CLX ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLX |
Clorox Co /De/
This page
|
7,582 | $723,626 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
3,902 | $572,188 |
All Filings in CLX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,626 | 7,582 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $815,049 | 7,865 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $819,747 | 8,130 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||