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Fiduciary Alliance’s Clorox CLX Stock Holding History

Fiduciary Alliance’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
-1,924
Closed -$231K – 504
2025
Q2 		$231K Sell
1,924
-495
-20% -$66K 0.02% 443
2025
Q1 		$356K Sell
2,419
-13
-0.5% -$1.99K 0.04% 293
2024
Q4 		$395K Buy
2,432
+957
+65% +$157K 0.04% 262
2024
Q3 		$240K Buy
+1,475
New +$219K 0.03% 227

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $570B AUM 27.57% 1-Year Est. Return

Fiduciary Alliance's CLX Position: Q3 2025 in Review

Fiduciary Alliance sold out of Clorox (CLX) in Q3 2025, closing a stake of 1,924 shares — an estimated $231K sold.

Fiduciary Alliance first reported a position in CLX in Q3 2024 and held it in 4 quarters. The position peaked at $395K in Q4 2024. 1,091 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

  • Fiduciary Alliance reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Alliance sold 1,924 Clorox shares in Q3 2025, an estimated $231K.
  • Fiduciary Alliance first reported a position in Clorox in Q3 2024 and held it in 4 quarters.
  • Fiduciary Alliance's Clorox position peaked at $395K in Q4 2024.
  • 1,091 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on Fiduciary Alliance's 13F filing for Q3 2025, filed 8 Oct 2025.