Mascoma Wealth Management’s Clorox CLX Stock Holding History

Mascoma 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	-40	Closed	-$4.8K	–	462
2025 Q2	$4.8K	Hold	40	–	–	﹤0.01%	383
2025 Q1	$5.89K	Hold	40	–	–	﹤0.01%	382
2024 Q4	$6.5K	Hold	40	–	–	﹤0.01%	383
2024 Q3	$6.52K	Hold	40	–	–	﹤0.01%	364
2024 Q2	$5.46K	Hold	40	–	–	﹤0.01%	401
2024 Q1	$6.12K	Hold	40	–	–	﹤0.01%	364
2023 Q4	$5.7K	Hold	40	–	–	﹤0.01%	378
2023 Q3	$5.24K	Hold	40	–	–	﹤0.01%	388
2023 Q2	$6.48K	Sell	40 -25	-38%	-$4.03K	﹤0.01%	364
2023 Q1	$10.8K	Sell	65 -8	-11%	-$1.2K	﹤0.01%	398
2022 Q4	$10.2K	Buy	73 +8	+12%	+$1.14K	﹤0.01%	407
2022 Q3	$8K	Hold	65	–	–	﹤0.01%	424
2022 Q2	$9K	Hold	65	–	–	﹤0.01%	428
2022 Q1	$9K	Hold	65	–	–	﹤0.01%	451
2021 Q4	$11K	Hold	65	–	–	﹤0.01%	394
2021 Q3	$11K	Buy	+65	New	+$11.2K	﹤0.01%	338
2018 Q4	–	Sell	-866	Closed	-$130K	–	375
2018 Q3	$130K	Hold	866	–	–	0.09%	101
2018 Q2	$117K	Hold	866	–	–	0.08%	98
2018 Q1	$115K	Hold	866	–	–	0.08%	102
2017 Q4	$113K	Hold	866	–	–	0.07%	102
2017 Q3	$114K	Hold	866	–	–	0.08%	103
2017 Q2	$115K	Hold	866	–	–	0.08%	104
2017 Q1	$117K	Hold	866	–	–	0.08%	91
2016 Q4	$104K	Buy	+866	New	+$102K	0.08%	102

Other funds holding CLX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mascoma Wealth Management's CLX Position: Q3 2025 in Review

Mascoma Wealth Management sold out of Clorox (CLX) in Q3 2025, closing a stake of 40 shares — an estimated $4.8K sold.

Mascoma Wealth Management first reported a position in CLX in Q4 2016 and held it in 24 quarters. The position peaked at $130K in Q3 2018. 1,093 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

Mascoma Wealth Management reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
Mascoma Wealth Management sold 40 Clorox shares in Q3 2025, an estimated $4.8K.
Mascoma Wealth Management first reported a position in Clorox in Q4 2016 and held it in 24 quarters.
Mascoma Wealth Management's Clorox position peaked at $130K in Q3 2018.
1,093 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.