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Forum Financial Management’s Clorox CLX Stock Holding History

Forum Financial 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
Q4 		– Sell
-1,675
Closed -$207K – 1022
2025
Q3 		$207K Buy
+1,675
New +$208K ﹤0.01% 958
2025
Q2 		– Sell
-1,723
Closed -$254K – 959
2025
Q1 		$254K Buy
+1,723
New +$263K ﹤0.01% 686
2023
Q3 		– Sell
-1,530
Closed -$243K – 647
2023
Q2 		$243K Buy
+1,530
New +$247K 0.01% 519

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Forum Financial Management's CLX Position: Q4 2025 in Review

Forum Financial Management sold out of Clorox (CLX) in Q4 2025, closing a stake of 1,675 shares — an estimated $207K sold.

Forum Financial Management first reported a position in CLX in Q2 2023 and held it in 3 quarters. The position peaked at $254K in Q1 2025. 1,052 funds tracked by Wall St. Rank hold CLX as of Q4 2025.

  • Forum Financial Management reported no remaining Clorox position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,675 Clorox shares in Q4 2025, an estimated $207K.
  • Forum Financial Management first reported a position in Clorox in Q2 2023 and held it in 3 quarters.
  • Forum Financial Management's Clorox position peaked at $254K in Q1 2025.
  • 1,052 funds tracked by Wall St. Rank held Clorox as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.