Equitable Trust’s Clorox CLX Stock Holding History

Equitable Trust’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 Q4	–	Sell	-1,827	Closed	-$225K	–	442
2025 Q3	$225K	Buy	+1,827	New	+$227K	0.01%	422
2025 Q2	–	Sell	-1,497	Closed	-$220K	–	439
2025 Q1	$220K	Hold	1,497	–	–	0.01%	444
2024 Q4	$243K	Hold	1,497	–	–	0.01%	441
2024 Q3	$244K	Hold	1,497	–	–	0.02%	417
2024 Q2	$204K	Sell	1,497 -870	-37%	-$121K	0.01%	426
2024 Q1	$362K	Hold	2,367	–	–	0.03%	349
2023 Q4	$338K	Hold	2,367	–	–	0.03%	340
2023 Q3	$310K	Hold	2,367	–	–	0.03%	339
2023 Q2	$376K	Buy	2,367 +107	+5%	+$17.3K	0.03%	305
2023 Q1	$358K	Hold	2,260	–	–	0.03%	308
2022 Q4	$317K	Sell	2,260 -2,000	-47%	-$284K	0.03%	329
2022 Q3	$547K	Hold	4,260	–	–	0.05%	239
2022 Q2	$600K	Hold	4,260	–	–	0.04%	230
2022 Q1	$593K	Buy	4,260 +270	+7%	+$41.4K	0.04%	230
2021 Q4	$696K	Sell	3,990 -250	-6%	-$41.7K	0.04%	209
2021 Q3	$702K	Hold	4,240	–	–	0.04%	206
2021 Q2	$763K	Hold	4,240	–	–	0.05%	208
2021 Q1	$818K	Hold	4,240	–	–	0.06%	189
2020 Q4	$856K	Hold	4,240	–	–	0.06%	199
2020 Q3	$892K	Hold	4,240	–	–	0.08%	176
2020 Q2	$930K	Hold	4,240	–	–	0.09%	160
2020 Q1	$734K	Hold	4,240	–	–	0.08%	173
2019 Q4	$651K	Hold	4,240	–	–	0.06%	181
2019 Q3	$644K	Sell	4,240 -600	-12%	-$94.9K	0.07%	181
2019 Q2	$741K	Hold	4,840	–	–	0.08%	166
2019 Q1	$777K	Hold	4,840	–	–	0.09%	162
2018 Q4	$747K	Hold	4,840	–	–	0.1%	163
2018 Q3	$728K	Hold	4,840	–	–	0.08%	173
2018 Q2	$655K	Buy	+4,840	New	+$597K	0.08%	169

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Equitable Trust's CLX Position: Q4 2025 in Review

Equitable Trust sold out of Clorox (CLX) in Q4 2025, closing a stake of 1,827 shares — an estimated $225K sold.

Equitable Trust first reported a position in CLX in Q2 2018 and held it in 29 quarters. The position peaked at $930K in Q2 2020. 1,052 funds tracked by Wall St. Rank hold CLX as of Q4 2025.

Equitable Trust reported no remaining Clorox position as of Q4 2025 after selling out during the quarter.
Equitable Trust sold 1,827 Clorox shares in Q4 2025, an estimated $225K.
Equitable Trust first reported a position in Clorox in Q2 2018 and held it in 29 quarters.
Equitable Trust's Clorox position peaked at $930K in Q2 2020.
1,052 funds tracked by Wall St. Rank held Clorox as of Q4 2025.

Based on Equitable Trust's 13F filing for Q4 2025, filed 2 Feb 2026.