Inlet Private Wealth
CLX icon

Inlet Private Wealth’s Clorox CLX Stock Holding History

Inlet Private Wealth’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 		$419K Sell
5,175
-1,300
-20% -$125K 0.1% 108
2026
Q2 		$618K Hold
6,475
– – 0.15% 95
2026
Q1 		$671K Sell
6,475
-1,305
-17% -$148K 0.17% 91
2025
Q4 		$784K Buy
+7,780
New +$845K 0.18% 88
2023
Q3 		– Sell
-2,589
Closed -$412K – 121
2023
Q2 		$412K Hold
2,589
– – 0.1% 103
2023
Q1 		$410K Hold
2,589
– – 0.11% 104
2022
Q4 		$363K Buy
+2,589
New +$367K 0.09% 107

Other funds holding CLX

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Inlet Private Wealth's CLX Position: Q3 2026 in Review

Inlet Private Wealth reduced its Clorox (CLX) stake by 20% in Q3 2026, selling an estimated $125K and leaving 5,175 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #108.

Inlet Private Wealth first reported a position in CLX in Q4 2022 and has held it in 7 quarters since. The position peaked at $784K in Q4 2025. 206 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Inlet Private Wealth held 5,175 shares of Clorox worth $419K as of Q3 2026.
  • Inlet Private Wealth sold 1,300 Clorox shares in Q3 2026, an estimated $125K.
  • Clorox made up 0.1% of Inlet Private Wealth's portfolio in Q3 2026, its #108 holding.
  • Inlet Private Wealth first reported a position in Clorox in Q4 2022 and has held it in 7 quarters since.
  • Inlet Private Wealth's Clorox position peaked at $784K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.