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Congress Wealth Management’s Clorox CLX Stock Holding History

Congress 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 		$562K Buy
4,680
+28
+0.6% +$3.74K 0.01% 884
2025
Q1 		$683K Buy
4,652
+1,700
+58% +$260K 0.01% 726
2024
Q4 		$479K Buy
2,952
+626
+27% +$102K 0.01% 651
2024
Q3 		$379K Buy
2,326
+346
+17% +$51.3K 0.01% 689
2024
Q2 		$270K Buy
+1,980
New +$275K ﹤0.01% 637

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

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

Congress Wealth Management increased its Clorox (CLX) stake by 0.6% in Q2 2025, buying an estimated $3.74K and bringing the position to 4,680 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #884.

Congress Wealth Management first reported a position in CLX in Q2 2024 and has held it in 5 quarters since. The position peaked at $683K in Q1 2025. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • Congress Wealth Management held 4,680 shares of Clorox worth $562K as of Q2 2025.
  • Congress Wealth Management bought 28 Clorox shares in Q2 2025, an estimated $3.74K.
  • Clorox made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #884 holding.
  • Congress Wealth Management first reported a position in Clorox in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Clorox position peaked at $683K in Q1 2025.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.