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WealthTrak Capital Management’s Clorox CLX Stock Holding History

WealthTrak Capital 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
2025
Q2 		– Sell
-5
Closed -$737 – 962
2025
Q1 		$737 Sell
5
-2
-29% -$305 ﹤0.01% 579
2024
Q4 		$1.14K Buy
+7
New +$1.15K ﹤0.01% 415

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

WealthTrak Capital Management's CLX Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Clorox (CLX) in Q2 2025, closing a stake of 5 shares — an estimated $737 sold.

WealthTrak Capital Management first reported a position in CLX in Q4 2024 and held it in 2 quarters. The position peaked at $1.14K in Q4 2024. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Clorox shares in Q2 2025, an estimated $737.
  • WealthTrak Capital Management first reported a position in Clorox in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's Clorox position peaked at $1.14K in Q4 2024.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.