JPWM
CLX icon

Jamison Private Wealth Management’s Clorox CLX Stock Holding History

Jamison Private Wealth 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
Q3 		– Sell
-1,889
Closed -$227K – 210
2025
Q2 		$227K Sell
1,889
-374
-17% -$49.9K 0.03% 188
2025
Q1 		$333K Sell
2,263
-35
-2% -$5.34K 0.05% 167
2024
Q4 		$373K Sell
2,298
-8
-0.3% -$1.31K 0.06% 164
2024
Q3 		$376K Sell
2,306
-159
-6% -$23.6K 0.06% 148
2024
Q2 		$336K Sell
2,465
-90
-4% -$12.5K 0.06% 146
2024
Q1 		$391K Sell
2,555
-50
-2% -$7.46K 0.07% 142
2023
Q4 		$371K Buy
2,605
+5
+0.2% +$667 0.07% 143
2023
Q3 		$341K Buy
+2,600
New +$395K 0.07% 143

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

Jamison Private Wealth Management's CLX Position: Q3 2025 in Review

Jamison Private Wealth Management sold out of Clorox (CLX) in Q3 2025, closing a stake of 1,889 shares — an estimated $227K sold.

Jamison Private Wealth Management first reported a position in CLX in Q3 2023 and held it in 8 quarters. The position peaked at $391K in Q1 2024. 1,091 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

  • Jamison Private Wealth Management reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,889 Clorox shares in Q3 2025, an estimated $227K.
  • Jamison Private Wealth Management first reported a position in Clorox in Q3 2023 and held it in 8 quarters.
  • Jamison Private Wealth Management's Clorox position peaked at $391K in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on Jamison Private Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.