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Avidian Wealth Enterprises’s Clorox CLX Stock Holding History

Avidian Wealth Enterprises’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 		$800K Sell
9,870
-96
-1% -$9.23K 0.02% 376
2026
Q2 		$951K Buy
9,966
+2,124
+27% +$204K 0.03% 330
2026
Q1 		$813K Buy
+7,842
New +$889K 0.03% 327
2023
Q2 		– Sell
-1,760
Closed -$279K – 423
2023
Q1 		$279K Buy
+1,760
New +$264K 0.02% 398

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Avidian Wealth Enterprises's CLX Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Clorox (CLX) stake by 0.96% in Q3 2026, selling an estimated $9.23K and leaving 9,870 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #376.

Avidian Wealth Enterprises first reported a position in CLX in Q1 2023 and has held it in 4 quarters since. The position peaked at $951K in Q2 2026. 46 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Avidian Wealth Enterprises held 9,870 shares of Clorox worth $800K as of Q3 2026.
  • Avidian Wealth Enterprises sold 96 Clorox shares in Q3 2026, an estimated $9.23K.
  • Clorox made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #376 holding.
  • Avidian Wealth Enterprises first reported a position in Clorox in Q1 2023 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's Clorox position peaked at $951K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.