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CarsonAllaria Wealth Management’s Clorox CLX Stock Holding History

CarsonAllaria 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
2025
Q3 		– Sell
-174
Closed -$21K – 126
2025
Q2 		$21K Buy
174
+1
+0.6% +$133 0.01% 195
2025
Q1 		$25.5K Buy
173
+2
+1% +$305 0.01% 174
2024
Q4 		$27.9K Buy
171
+1
+0.6% +$164 0.02% 171
2024
Q3 		$27.8K Buy
170
+1
+0.6% +$148 0.02% 179
2024
Q2 		$23.1K Buy
169
+2
+1% +$278 0.01% 185
2024
Q1 		$25.7K Buy
167
+1
+0.6% +$149 0.02% 174
2023
Q4 		$23.7K Buy
166
+2
+1% +$267 0.02% 161
2023
Q3 		$21.6K Sell
164
-50
-23% -$7.6K 0.02% 155
2023
Q2 		$34.2K Buy
214
+1
+0.5% +$161 0.03% 132
2023
Q1 		$33.7K Buy
213
+2
+0.9% +$300 0.03% 130
2022
Q4 		$30K Buy
211
+1
+0.5% +$142 0.03% 134
2022
Q3 		$27K Buy
210
+2
+1% +$289 0.03% 131
2022
Q2 		$29K Buy
208
+1
+0.5% +$143 0.03% 129
2022
Q1 		$29K Buy
207
+1
+0.5% +$153 0.03% 137
2021
Q4 		$36K Buy
+206
New +$34.3K 0.03% 136

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CarsonAllaria Wealth Management's CLX Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Clorox (CLX) in Q3 2025, closing a stake of 174 shares — an estimated $21K sold.

CarsonAllaria Wealth Management first reported a position in CLX in Q4 2021 and held it in 15 quarters. The position peaked at $36K in Q4 2021. 1,094 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 174 Clorox shares in Q3 2025, an estimated $21K.
  • CarsonAllaria Wealth Management first reported a position in Clorox in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Clorox position peaked at $36K in Q4 2021.
  • 1,094 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.