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The Wealth Group’s Clorox CLX Stock Holding History

The Wealth 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
2025
Q2 		– Sell
-1,417
Closed -$209K – 80
2025
Q1 		$209K Hold
1,417
– – 0.06% 61
2024
Q4 		$230K Hold
1,417
– – 0.07% 56
2024
Q3 		$231K Buy
+1,417
New +$210K 0.07% 55
2024
Q2 		– Sell
-1,417
Closed -$203K – 63
2024
Q1 		$203K Hold
1,417
– – 0.06% 56
2023
Q4 		$219K Buy
+1,417
New +$189K 0.07% 51

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

The Wealth Group's CLX Position: Q2 2025 in Review

The Wealth Group sold out of Clorox (CLX) in Q2 2025, closing a stake of 1,417 shares — an estimated $209K sold.

The Wealth Group first reported a position in CLX in Q4 2023 and held it in 5 quarters. The position peaked at $231K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • The Wealth Group reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
  • The Wealth Group sold 1,417 Clorox shares in Q2 2025, an estimated $209K.
  • The Wealth Group first reported a position in Clorox in Q4 2023 and held it in 5 quarters.
  • The Wealth Group's Clorox position peaked at $231K in Q3 2024.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on The Wealth Group's 13F filing for Q2 2025, filed 16 Jul 2025.