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Nicholson Wealth Management Group’s Clorox CLX Stock Holding History

Nicholson 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
2026
Q2 		$330K Hold
3,455
– – 0.19% 92
2026
Q1 		$358K Hold
3,455
– – 0.21% 97
2025
Q4 		$348K Sell
3,455
-60
-2% -$6.51K 0.2% 95
2025
Q3 		$433K Sell
3,515
-12
-0.3% -$1.49K 0.25% 92
2025
Q2 		$423K Sell
3,527
-1
-0% -$133 0.26% 93
2025
Q1 		$519K Sell
3,528
-4
-0.1% -$611 0.34% 85
2024
Q4 		$574K Buy
3,532
+11
+0.3% +$1.8K 0.38% 84
2024
Q3 		$574K Buy
+3,521
New +$522K 0.47% 83

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

Nicholson Wealth Management Group's CLX Position: Q2 2026 in Review

Nicholson Wealth Management Group held its Clorox (CLX) position steady in Q2 2026 at 3,455 shares worth $330K. The position accounts for 0.19% of the portfolio, ranked #92.

Nicholson Wealth Management Group first reported a position in CLX in Q3 2024 and has held it in 8 quarters since. The position peaked at $574K in Q4 2024. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Nicholson Wealth Management Group held 3,455 shares of Clorox worth $330K as of Q2 2026.
  • Nicholson Wealth Management Group left its Clorox share count unchanged in Q2 2026.
  • Clorox made up 0.19% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #92 holding.
  • Nicholson Wealth Management Group first reported a position in Clorox in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Clorox position peaked at $574K in Q4 2024.
  • 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.