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Moser Wealth Advisors’s Clorox CLX Stock Holding History

Moser 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
2025
Q2 		$429K Sell
3,575
-320
-8% -$42.7K 0.21% 69
2025
Q1 		$574K Hold
3,895
– – 0.3% 60
2024
Q4 		$633K Sell
3,895
-385
-9% -$63K 0.33% 52
2024
Q3 		$697K Sell
4,280
-150
-3% -$22.2K 0.36% 47
2024
Q2 		$605K Sell
4,430
-665
-13% -$92.3K 0.33% 51
2024
Q1 		$780K Hold
5,095
– – 0.43% 46
2023
Q4 		$726K Sell
5,095
-105
-2% -$14K 0.46% 43
2023
Q3 		$682K Sell
5,200
-95
-2% -$14.4K 0.48% 47
2023
Q2 		$842K Buy
+5,295
New +$854K 0.57% 39
2022
Q4 		$783K Sell
5,582
-1,194
-18% -$169K 0.59% 44
2022
Q3 		$870K Hold
6,776
– – 0.68% 39
2022
Q2 		$955K Sell
6,776
-50
-0.7% -$7.14K 0.71% 37
2022
Q1 		$949K Buy
6,826
+250
+4% +$38.3K 0.59% 40
2021
Q4 		$1.15M Sell
6,576
-255
-4% -$42.5K 0.69% 36
2021
Q3 		$1.13M Buy
6,831
+115
+2% +$19.8K 0.72% 33
2021
Q2 		$1.21M Buy
6,716
+1,832
+38% +$334K 0.78% 30
2021
Q1 		$942K Buy
+4,884
New +$940K 0.66% 38
2020
Q1 		– Sell
-4,874
Closed -$748K – 124
2019
Q4 		$748K Buy
+4,874
New +$728K 0.72% 32

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moser Wealth Advisors's CLX Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Clorox (CLX) stake by 8.2% in Q2 2025, selling an estimated $42.7K and leaving 3,575 shares worth $429K. The position accounts for 0.21% of the portfolio, ranked #69.

Moser Wealth Advisors first reported a position in CLX in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.21M in Q2 2021. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • Moser Wealth Advisors held 3,575 shares of Clorox worth $429K as of Q2 2025.
  • Moser Wealth Advisors sold 320 Clorox shares in Q2 2025, an estimated $42.7K.
  • Clorox made up 0.21% of Moser Wealth Advisors's portfolio in Q2 2025, its #69 holding.
  • Moser Wealth Advisors first reported a position in Clorox in Q4 2019 and has held it in 18 quarters since.
  • Moser Wealth Advisors's Clorox position peaked at $1.21M in Q2 2021.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.