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Asset Planning Inc’s Clorox CLX Stock Holding History

Asset Planning 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
Q1 		– Sell
-200
Closed -$20.2K – 303
2025
Q4 		$20.2K Hold
200
– – 0.01% 201
2025
Q3 		$24.7K Hold
200
– – 0.02% 197
2025
Q2 		$24K Hold
200
– – 0.02% 196
2025
Q1 		$29.4K Hold
200
– – 0.02% 182
2024
Q4 		$32.5K Buy
+200
New +$32.7K 0.02% 180

Other funds holding CLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Asset Planning Inc's CLX Position: Q1 2026 in Review

Asset Planning Inc sold out of Clorox (CLX) in Q1 2026, closing a stake of 200 shares — an estimated $20.2K sold.

Asset Planning Inc first reported a position in CLX in Q4 2024 and held it in 5 quarters. The position peaked at $32.5K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Asset Planning Inc reported no remaining Clorox position as of Q1 2026 after selling out during the quarter.
  • Asset Planning Inc sold 200 Clorox shares in Q1 2026, an estimated $20.2K.
  • Asset Planning Inc first reported a position in Clorox in Q4 2024 and held it in 5 quarters.
  • Asset Planning Inc's Clorox position peaked at $32.5K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.