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North Berkeley Wealth Management’s Clorox CLX Stock Holding History

North Berkeley 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 		$250K Hold
2,621
– – 0.1% 70
2026
Q1 		$272K Hold
2,621
– – 0.14% 65
2025
Q4 		$264K Buy
+2,621
New +$285K 0.16% 68

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

North Berkeley Wealth Management's CLX Position: Q2 2026 in Review

North Berkeley Wealth Management held its Clorox (CLX) position steady in Q2 2026 at 2,621 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #70.

North Berkeley Wealth Management first reported a position in CLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $272K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • North Berkeley Wealth Management held 2,621 shares of Clorox worth $250K as of Q2 2026.
  • North Berkeley Wealth Management left its Clorox share count unchanged in Q2 2026.
  • Clorox made up 0.1% of North Berkeley Wealth Management's portfolio in Q2 2026, its #70 holding.
  • North Berkeley Wealth Management first reported a position in Clorox in Q4 2025 and has held it in 3 quarters since.
  • North Berkeley Wealth Management's Clorox position peaked at $272K in Q1 2026.
  • 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

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