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Independent Wealth Network’s Clorox CLX Stock Holding History

Independent Wealth Network’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
2026
Q3 		$925K Sell
11,415
-700
-6% -$67.3K 0.23% 117
2026
Q2 		$1.16M Buy
12,115
+1,437
+13% +$138K 0.29% 94
2026
Q1 		$1.11M Buy
10,678
+427
+4% +$48.4K 0.33% 86
2025
Q4 		$1.03M Buy
10,251
+4,827
+89% +$524K 0.32% 78
2025
Q3 		$669K Buy
5,424
+603
+13% +$74.8K 0.21% 114
2025
Q2 		$579K Buy
4,821
+43
+0.9% +$5.74K 0.21% 124
2025
Q1 		$704K Buy
4,778
+514
+12% +$78.5K 0.28% 86
2024
Q4 		$692K Buy
4,264
+287
+7% +$46.9K 0.28% 85
2024
Q3 		$648K Buy
3,977
+308
+8% +$45.6K 0.29% 89
2024
Q2 		$501K Buy
3,669
+19
+0.5% +$2.64K 0.23% 114
2024
Q1 		$559K Buy
3,650
+60
+2% +$8.96K 0.26% 104
2023
Q4 		$512K Buy
3,590
+1,047
+41% +$140K 0.27% 96
2023
Q3 		$333K Buy
2,543
+10
+0.4% +$1.52K 0.2% 123
2023
Q2 		$403K Sell
2,533
-40
-2% -$6.45K 0.24% 110
2023
Q1 		$407K Buy
2,573
+4
+0.2% +$600 0.26% 96
2022
Q4 		$361K Sell
2,569
-4
-0.2% -$568 0.25% 101
2022
Q3 		$330K Sell
2,573
-127
-5% -$18.3K 0.26% 108
2022
Q2 		$381K Buy
2,700
+20
+0.7% +$2.86K 0.27% 97
2022
Q1 		$373K Sell
2,680
-683
-20% -$105K 0.24% 117
2021
Q4 		$586K Buy
3,363
+84
+3% +$14K 0.36% 71
2021
Q3 		$542K Buy
+3,279
New +$565K 0.35% 79

Other funds holding CLX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Independent Wealth Network's CLX Position: Q3 2026 in Review

Independent Wealth Network reduced its Clorox (CLX) stake by 5.8% in Q3 2026, selling an estimated $67.3K and leaving 11,415 shares worth $925K. The position accounts for 0.23% of the portfolio, ranked #117.

Independent Wealth Network first reported a position in CLX in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.16M in Q2 2026. 533 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Independent Wealth Network held 11,415 shares of Clorox worth $925K as of Q3 2026.
  • Independent Wealth Network sold 700 Clorox shares in Q3 2026, an estimated $67.3K.
  • Clorox made up 0.23% of Independent Wealth Network's portfolio in Q3 2026, its #117 holding.
  • Independent Wealth Network first reported a position in Clorox in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's Clorox position peaked at $1.16M in Q2 2026.
  • 533 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.