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Centricity Wealth Management’s Clorox CLX Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$1.2K Hold
10
– – ﹤0.01% 417
2025
Q1 		$1.47K Hold
10
– – ﹤0.01% 425
2024
Q4 		$1.62K Buy
+10
New +$1.64K ﹤0.01% 429

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centricity Wealth Management's CLX Position: Q2 2025 in Review

Centricity Wealth Management held its Clorox (CLX) position steady in Q2 2025 at 10 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Centricity Wealth Management first reported a position in CLX in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.62K in Q4 2024. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • Centricity Wealth Management held 10 shares of Clorox worth $1.2K as of Q2 2025.
  • Centricity Wealth Management left its Clorox share count unchanged in Q2 2025.
  • Clorox made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #417 holding.
  • Centricity Wealth Management first reported a position in Clorox in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Clorox position peaked at $1.62K in Q4 2024.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.