Cherry Tree Wealth Management’s Clorox CLX Stock Holding History

Cherry Tree 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
2026 Q1	$23.1K	Hold	223	–	–	﹤0.01%	338
2025 Q4	$22.5K	Hold	223	–	–	﹤0.01%	344
2025 Q3	$27.5K	Hold	223	–	–	0.01%	306
2025 Q2	$26.8K	Hold	223	–	–	0.01%	306
2025 Q1	$32.8K	Hold	223	–	–	0.01%	292
2024 Q4	$36.2K	Hold	223	–	–	0.01%	276
2024 Q3	$36.3K	Hold	223	–	–	0.01%	281
2024 Q2	$30.4K	Hold	223	–	–	0.01%	292
2024 Q1	$34.1K	Hold	223	–	–	0.01%	276
2023 Q4	$31.8K	Hold	223	–	–	0.01%	274
2023 Q3	$29.2K	Sell	223 -1	-0.4%	-$152	0.01%	265
2023 Q2	$35.6K	Buy	+224	New	+$36.1K	0.01%	249

Other funds holding CLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Cherry Tree Wealth Management's CLX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Clorox (CLX) position steady in Q1 2026 at 223 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Cherry Tree Wealth Management first reported a position in CLX in Q2 2023 and has held it in 12 quarters since. The position peaked at $36.3K in Q3 2024. 1,086 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

Cherry Tree Wealth Management held 223 shares of Clorox worth $23.1K as of Q1 2026.
Cherry Tree Wealth Management left its Clorox share count unchanged in Q1 2026.
Clorox made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #338 holding.
Cherry Tree Wealth Management first reported a position in Clorox in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Clorox position peaked at $36.3K in Q3 2024.
1,086 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.