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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
Q1 		$742K Buy
+7,157
New +$811K 0.55% 58

Other funds holding CLX

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Total Wealth Planning & Management's CLX Position: Q1 2026 in Review

Total Wealth Planning & Management opened a new position in Clorox (CLX) in Q1 2026: 7,157 shares worth $742K. The stake represents 0.55% of the portfolio and ranks #58 among its holdings.

1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Total Wealth Planning & Management held 7,157 shares of Clorox worth $742K as of Q1 2026.
  • Clorox was a new Total Wealth Planning & Management position in Q1 2026.
  • Clorox made up 0.55% of Total Wealth Planning & Management's portfolio in Q1 2026, its #58 holding.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.