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Lineweaver Wealth Advisors’s Clorox CLX Stock Holding History

Lineweaver 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
2026
Q3 		– Sell
-11,958
Closed -$1.14M – 185
2026
Q2 		$1.14M Buy
11,958
+1,720
+17% +$165K 0.14% 113
2026
Q1 		$1.06M Buy
10,238
+2,780
+37% +$315K 0.14% 104
2025
Q4 		$752K Sell
7,458
-603
-7% -$65.5K 0.1% 123
2025
Q3 		$994K Buy
+8,061
New +$1M 0.15% 102

Other funds holding CLX

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GHAM
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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Lineweaver Wealth Advisors's CLX Position: Q3 2026 in Review

Lineweaver Wealth Advisors sold out of Clorox (CLX) in Q3 2026, closing a stake of 11,958 shares — an estimated $1.14M sold.

Lineweaver Wealth Advisors first reported a position in CLX in Q3 2025 and held it in 4 quarters. The position peaked at $1.14M in Q2 2026. 136 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Lineweaver Wealth Advisors reported no remaining Clorox position as of Q3 2026 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 11,958 Clorox shares in Q3 2026, an estimated $1.14M.
  • Lineweaver Wealth Advisors first reported a position in Clorox in Q3 2025 and held it in 4 quarters.
  • Lineweaver Wealth Advisors's Clorox position peaked at $1.14M in Q2 2026.
  • 136 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.