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Institute for Wealth Management’s Clorox CLX Stock Holding History

Institute for 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
Q2 		$12K Buy
+125
New +$12K ﹤0.01% 1277

Other funds holding CLX

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's CLX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Clorox (CLX) in Q2 2026: 125 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings.

639 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Institute for Wealth Management held 125 shares of Clorox worth $12K as of Q2 2026.
  • Clorox was a new Institute for Wealth Management position in Q2 2026.
  • Clorox made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1277 holding.
  • 639 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.