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True Wealth Design’s Clorox CLX Stock Holding History

True Wealth Design’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 		$32.9K Buy
345
+160
+86% +$15.4K 0.01% 640
2026
Q1 		$19.2K Buy
185
+178
+2,543% +$20.2K 0.01% 734
2025
Q4 		$706 Sell
7
-217
-97% -$23.6K ﹤0.01% 1840
2025
Q3 		$27.6K Buy
224
+204
+1,020% +$25.3K 0.01% 492
2025
Q2 		$2.4K Sell
20
-1
-5% -$133 ﹤0.01% 1105
2025
Q1 		$3.09K Sell
21
-84
-80% -$12.8K ﹤0.01% 843
2024
Q4 		$17.1K Buy
105
+18
+21% +$2.94K 0.01% 341
2024
Q3 		$14.2K Buy
87
+82
+1,640% +$12.2K 0.01% 376
2024
Q2 		$683 Hold
5
– – ﹤0.01% 600
2024
Q1 		$766 Buy
5
+2
+67% +$299 ﹤0.01% 528
2023
Q4 		$428 Hold
3
– – ﹤0.01% 507
2023
Q3 		$394 Buy
3
+1
+50% +$152 ﹤0.01% 482
2023
Q2 		$319 Hold
2
– – ﹤0.01% 568
2023
Q1 		$317 Hold
2
– – ﹤0.01% 643
2022
Q4 		$281 Buy
+2
New +$284 ﹤0.01% 599

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

True Wealth Design's CLX Position: Q2 2026 in Review

True Wealth Design increased its Clorox (CLX) stake by 86% in Q2 2026, buying an estimated $15.4K and bringing the position to 345 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #640.

True Wealth Design first reported a position in CLX in Q4 2022 and has held it in 15 quarters since. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • True Wealth Design held 345 shares of Clorox worth $32.9K as of Q2 2026.
  • True Wealth Design bought 160 Clorox shares in Q2 2026, an estimated $15.4K.
  • Clorox made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #640 holding.
  • True Wealth Design first reported a position in Clorox in Q4 2022 and has held it in 15 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.