SHP Wealth Management’s Clorox CLX Stock Holding History

SHP 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 Q1	$35.6K	Hold	343	–	–	﹤0.01%	574
2025 Q4	$34.6K	Buy	+343	New	+$37.2K	﹤0.01%	562

Other funds holding CLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

SHP Wealth Management's CLX Position: Q1 2026 in Review

SHP Wealth Management held its Clorox (CLX) position steady in Q1 2026 at 343 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

SHP Wealth Management first reported a position in CLX in Q4 2025 and has held it in 2 quarters since. 1,084 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

SHP Wealth Management held 343 shares of Clorox worth $35.6K as of Q1 2026.
SHP Wealth Management left its Clorox share count unchanged in Q1 2026.
Clorox made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #574 holding.
SHP Wealth Management first reported a position in Clorox in Q4 2025 and has held it in 2 quarters since.
1,084 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.