Heartwood Wealth Advisors’s Clorox CLX Stock Holding History

Heartwood 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 Q4	–	Sell	-1,564	Closed	-$193K	–	281
2025 Q3	$193K	Buy	+1,564	New	+$194K	0.02%	198
2025 Q2	–	Sell	-1,546	Closed	-$228K	–	184
2025 Q1	$228K	Sell	1,546 -514	-25%	-$78.5K	0.03%	165
2024 Q4	$335K	Buy	2,060 +1	+0%	+$164	0.04%	127
2024 Q3	$335K	Sell	2,059 -133	-6%	-$19.7K	0.04%	126
2024 Q2	$299K	Buy	2,192 +150	+7%	+$20.8K	0.04%	134
2024 Q1	$313K	Hold	2,042	–	–	0.04%	114
2023 Q4	$291K	Hold	2,042	–	–	0.04%	112
2023 Q3	$268K	Buy	2,042 +500	+32%	+$76K	0.04%	113
2023 Q2	$245K	Hold	1,542	–	–	0.03%	122
2023 Q1	$244K	Hold	1,542	–	–	0.04%	112
2022 Q4	$216K	Buy	+1,542	New	+$219K	0.03%	117
2022 Q3	–	Sell	-1,544	Closed	-$218K	–	112
2022 Q2	$218K	Hold	1,544	–	–	0.04%	108
2022 Q1	$215K	Buy	+1,544	New	+$237K	0.03%	113

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Heartwood Wealth Advisors's CLX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Clorox (CLX) in Q4 2025, closing a stake of 1,564 shares — an estimated $193K sold.

Heartwood Wealth Advisors first reported a position in CLX in Q1 2022 and held it in 13 quarters. The position peaked at $335K in Q3 2024. 1,050 funds tracked by Wall St. Rank hold CLX as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Clorox position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,564 Clorox shares in Q4 2025, an estimated $193K.
Heartwood Wealth Advisors first reported a position in Clorox in Q1 2022 and held it in 13 quarters.
Heartwood Wealth Advisors's Clorox position peaked at $335K in Q3 2024.
1,050 funds tracked by Wall St. Rank held Clorox as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.