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ERTS Wealth Advisors’s Clorox CLX Stock Holding History

ERTS Wealth Advisors’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 		– Sell
-10,827
Closed -$1.59M – 39
2025
Q1 		$1.59M Sell
10,827
-390
-3% -$59.6K 0.31% 23
2024
Q4 		$1.82M Sell
11,217
-20
-0.2% -$3.27K 0.34% 23
2024
Q3 		$1.83M Sell
11,237
-228
-2% -$33.8K 0.34% 24
2024
Q2 		$1.56M Sell
11,465
-180
-2% -$25K 0.31% 23
2024
Q1 		$1.78M Sell
11,645
-305
-3% -$45.5K 0.36% 21
2023
Q4 		$1.7M Hold
11,950
– – 0.37% 19
2023
Q3 		$1.57M Sell
11,950
-138
-1% -$21K 0.38% 18
2023
Q2 		$1.92M Sell
12,088
-150
-1% -$24.2K 0.45% 19
2023
Q1 		$1.94M Sell
12,238
-125
-1% -$18.7K 0.47% 19
2022
Q4 		$1.73M Hold
12,363
– – 0.45% 23
2022
Q3 		$1.59M Buy
12,363
+1,263
+11% +$182K 0.45% 22
2022
Q2 		$1.56M Hold
11,100
– – 0.44% 22
2022
Q1 		$1.54M Sell
11,100
-525
-5% -$80.5K 0.43% 20
2021
Q4 		$2.03M Sell
11,625
-75
-0.6% -$12.5K 0.48% 20
2021
Q3 		$1.94M Sell
11,700
-15
-0.1% -$2.58K 0.51% 19
2021
Q2 		$2.11M Hold
11,715
– – 0.57% 18
2021
Q1 		$2.26M Sell
11,715
-625
-5% -$120K 0.67% 19
2020
Q4 		$2.49M Sell
12,340
-142
-1% -$29.4K 0.81% 19
2020
Q3 		$2.62M Sell
12,482
-200
-2% -$44.5K 0.99% 19
2020
Q2 		$2.78M Hold
12,682
– – 1.12% 19
2020
Q1 		$2.2M Sell
12,682
-2,875
-18% -$475K 1.06% 18
2019
Q4 		$2.39M Hold
15,557
– – 1.08% 13
2019
Q3 		$2.36M Sell
15,557
-400
-3% -$63.2K 1.2% 12
2019
Q2 		$2.44M Hold
15,957
– – 1.35% 14
2019
Q1 		$2.56M Hold
15,957
– – 1.52% 15
2018
Q4 		$2.46M Buy
+15,957
New +$2.49M 1.76% 12

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

ERTS Wealth Advisors's CLX Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Clorox (CLX) in Q2 2025, closing a stake of 10,827 shares — an estimated $1.59M sold.

ERTS Wealth Advisors first reported a position in CLX in Q4 2018 and held it in 26 quarters. The position peaked at $2.78M in Q2 2020. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 10,827 Clorox shares in Q2 2025, an estimated $1.59M.
  • ERTS Wealth Advisors first reported a position in Clorox in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's Clorox position peaked at $2.78M in Q2 2020.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.