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Atria Wealth Solutions’s Clorox CLX Stock Holding History

Atria Wealth Solutions’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 		$1.18M Sell
9,822
-23,615
-71% -$3.15M 0.03% 580
2025
Q1 		$4.92M Sell
33,437
-19
-0.1% -$2.9K 0.06% 342
2024
Q4 		$5.43M Buy
33,456
+6,604
+25% +$1.08M 0.06% 335
2024
Q3 		$4.37M Sell
26,852
-1,929
-7% -$286K 0.05% 380
2024
Q2 		$3.93M Buy
28,781
+2,634
+10% +$366K 0.04% 401
2024
Q1 		$4M Buy
26,147
+1,994
+8% +$298K 0.05% 400
2023
Q4 		$3.44M Buy
24,153
+2,076
+9% +$277K 0.04% 417
2023
Q3 		$2.89M Buy
22,077
+2,663
+14% +$405K 0.04% 446
2023
Q2 		$3.09M Buy
19,414
+1,535
+9% +$248K 0.04% 433
2023
Q1 		$2.83M Sell
17,879
-710
-4% -$106K 0.04% 422
2022
Q4 		$2.61M Buy
18,589
+4,215
+29% +$598K 0.04% 424
2022
Q3 		$1.85M Buy
14,374
+4,121
+40% +$595K 0.03% 513
2022
Q2 		$1.45M Buy
10,253
+751
+8% +$107K 0.03% 554
2022
Q1 		$1.32M Buy
+9,502
New +$1.46M 0.02% 621

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's CLX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Clorox (CLX) stake by 71% in Q2 2025, selling an estimated $3.15M and leaving 9,822 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #580.

Atria Wealth Solutions first reported a position in CLX in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.43M in Q4 2024. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • Atria Wealth Solutions held 9,822 shares of Clorox worth $1.18M as of Q2 2025.
  • Atria Wealth Solutions sold 23,615 Clorox shares in Q2 2025, an estimated $3.15M.
  • Clorox made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #580 holding.
  • Atria Wealth Solutions first reported a position in Clorox in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Clorox position peaked at $5.43M in Q4 2024.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.