Aprio Wealth Management
CLX icon

Aprio Wealth Management’s Clorox CLX Stock Holding History

Aprio Wealth 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
Q3 		– Sell
-2,213
Closed -$211K – 646
2026
Q2 		$211K Sell
2,213
-134
-6% -$12.9K 0.01% 608
2026
Q1 		$243K Buy
2,347
+105
+5% +$11.9K 0.01% 544
2025
Q4 		$226K Buy
+2,242
New +$243K 0.01% 499

Other funds holding CLX

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.59B AUM 24.72% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Aprio Wealth Management's CLX Position: Q3 2026 in Review

Aprio Wealth Management sold out of Clorox (CLX) in Q3 2026, closing a stake of 2,213 shares — an estimated $211K sold.

Aprio Wealth Management first reported a position in CLX in Q4 2025 and held it in 3 quarters. The position peaked at $243K in Q1 2026. 436 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Aprio Wealth Management reported no remaining Clorox position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 2,213 Clorox shares in Q3 2026, an estimated $211K.
  • Aprio Wealth Management first reported a position in Clorox in Q4 2025 and held it in 3 quarters.
  • Aprio Wealth Management's Clorox position peaked at $243K in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.