Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-8,189
Closed -$983K 486
2025
Q2
$983K Buy
8,189
+2,160
+36% +$288K 0.1% 153
2025
Q1
$888K Sell
6,029
-108
-2% -$16.5K 0.1% 145
2024
Q4
$997K Buy
6,137
+762
+14% +$125K 0.12% 122
2024
Q3
$876K Buy
5,375
+781
+17% +$116K 0.09% 174
2024
Q2
$627K Buy
4,594
+1,493
+48% +$207K 0.07% 215
2024
Q1
$475K Buy
+3,101
New +$463K 0.05% 241

Other funds holding CLX

Advisor OS's CLX Position: Q3 2025 in Review

Advisor OS sold out of Clorox (CLX) in Q3 2025, closing a stake of 8,189 shares — an estimated $983K sold.

Advisor OS first reported a position in CLX in Q1 2024 and held it in 6 quarters. The position peaked at $997K in Q4 2024. 1,091 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

  • Advisor OS reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 8,189 Clorox shares in Q3 2025, an estimated $983K.
  • Advisor OS first reported a position in Clorox in Q1 2024 and held it in 6 quarters.
  • Advisor OS's Clorox position peaked at $997K in Q4 2024.
  • 1,091 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.