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Ridgecrest Wealth Partners’s Clorox CLX Stock Holding History

Ridgecrest Wealth Partners’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 		$221K Buy
+2,312
New +$222K 0.11% 100
2025
Q4 		– Sell
-2,204
Closed -$272K – 106
2025
Q3 		$272K Hold
2,204
– – 0.12% 94
2025
Q2 		$265K Hold
2,204
– – 0.14% 89
2025
Q1 		$325K Hold
2,204
– – 0.17% 75
2024
Q4 		$358K Sell
2,204
-725
-25% -$119K 0.19% 70
2024
Q3 		$477K Sell
2,929
-275
-9% -$40.8K 0.25% 65
2024
Q2 		$437K Sell
3,204
-7
-0.2% -$972 0.26% 64
2024
Q1 		$492K Sell
3,211
-289
-8% -$43.1K 0.29% 59
2023
Q4 		$499K Buy
3,500
+700
+25% +$93.3K 0.33% 56
2023
Q3 		$367K Hold
2,800
– – 0.26% 62
2023
Q2 		$445K Hold
2,800
– – 0.29% 58
2023
Q1 		$443K Sell
2,800
-78
-3% -$11.7K 0.32% 56
2022
Q4 		$404K Sell
2,878
-100
-3% -$14.2K 0.31% 59
2022
Q3 		$382K Hold
2,978
– – 0.31% 57
2022
Q2 		$420K Hold
2,978
– – 0.31% 57
2022
Q1 		$414K Sell
2,978
-400
-12% -$61.3K 0.26% 68
2021
Q4 		$589K Hold
3,378
– – 0.29% 67
2021
Q3 		$559K Buy
3,378
+78
+2% +$13.4K 0.3% 63
2021
Q2 		$594K Buy
3,300
+900
+38% +$164K 0.37% 58
2021
Q1 		$463K Buy
+2,400
New +$462K 0.44% 49

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

Ridgecrest Wealth Partners's CLX Position: Q2 2026 in Review

Ridgecrest Wealth Partners opened a new position in Clorox (CLX) in Q2 2026: 2,312 shares worth $221K. The stake represents 0.11% of the portfolio and ranks #100 among its holdings. This is a return to the name: Ridgecrest Wealth Partners previously reported a position in CLX as recently as Q3 2025.

Ridgecrest Wealth Partners first reported a position in CLX in Q1 2021 and has held it in 20 quarters since. The position peaked at $594K in Q2 2021. 1,051 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Ridgecrest Wealth Partners held 2,312 shares of Clorox worth $221K as of Q2 2026.
  • Clorox was a new Ridgecrest Wealth Partners position in Q2 2026.
  • Clorox made up 0.11% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #100 holding.
  • Ridgecrest Wealth Partners first reported a position in Clorox in Q1 2021 and has held it in 20 quarters since.
  • Ridgecrest Wealth Partners's Clorox position peaked at $594K in Q2 2021.
  • 1,051 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.