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Total Wealth Planning & Management’s Clorox CLX Stock Holding History

Total Wealth Planning & 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 		$523K Sell
5,475
-1,682
-24% -$161K 0.35% 98
2026
Q1 		$742K Buy
+7,157
New +$811K 0.55% 58

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

Total Wealth Planning & Management's CLX Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Clorox (CLX) stake by 24% in Q2 2026, selling an estimated $161K and leaving 5,475 shares worth $523K. The position accounts for 0.35% of the portfolio, ranked #98.

Total Wealth Planning & Management first reported a position in CLX in Q1 2026 and has held it in 2 quarters since. The position peaked at $742K in Q1 2026. 1,046 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Total Wealth Planning & Management held 5,475 shares of Clorox worth $523K as of Q2 2026.
  • Total Wealth Planning & Management sold 1,682 Clorox shares in Q2 2026, an estimated $161K.
  • Clorox made up 0.35% of Total Wealth Planning & Management's portfolio in Q2 2026, its #98 holding.
  • Total Wealth Planning & Management first reported a position in Clorox in Q1 2026 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's Clorox position peaked at $742K in Q1 2026.
  • 1,046 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.