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National Wealth Management Group’s Clorox CLX Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-3,132
Closed -$376K – 236
2025
Q2 		$376K Buy
3,132
+285
+10% +$38K 0.21% 111
2025
Q1 		$419K Buy
+2,847
New +$435K 0.28% 90
2024
Q1 		– Sell
-2,853
Closed -$407K – 136
2023
Q4 		$407K Buy
+2,853
New +$380K 0.39% 78

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

National Wealth Management Group's CLX Position: Q3 2025 in Review

National Wealth Management Group sold out of Clorox (CLX) in Q3 2025, closing a stake of 3,132 shares — an estimated $376K sold.

National Wealth Management Group first reported a position in CLX in Q4 2023 and held it in 3 quarters. The position peaked at $419K in Q1 2025. 1,091 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

  • National Wealth Management Group reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 3,132 Clorox shares in Q3 2025, an estimated $376K.
  • National Wealth Management Group first reported a position in Clorox in Q4 2023 and held it in 3 quarters.
  • National Wealth Management Group's Clorox position peaked at $419K in Q1 2025.
  • 1,091 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.