NWWA
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New Wave Wealth Advisors’s Clorox CLX Stock Holding History

New Wave Wealth Advisors’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 		$375K Buy
+3,925
New +$377K 0.1% 160
2025
Q1 		– Sell
-22
Closed -$3.58K – 226
2024
Q4 		$3.58K Buy
+22
New +$3.6K ﹤0.01% 475

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

New Wave Wealth Advisors's CLX Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in Clorox (CLX) in Q2 2026: 3,925 shares worth $375K. The stake represents 0.1% of the portfolio and ranks #160 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in CLX as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in CLX in Q4 2024 and has held it in 2 quarters since. 1,049 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • New Wave Wealth Advisors held 3,925 shares of Clorox worth $375K as of Q2 2026.
  • Clorox was a new New Wave Wealth Advisors position in Q2 2026.
  • Clorox made up 0.1% of New Wave Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • New Wave Wealth Advisors first reported a position in Clorox in Q4 2024 and has held it in 2 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.