Optimum Investment Advisors’s Clorox CLX Stock Holding History

Optimum Investment 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 Q3	$381K	Hold	3,087	–	–	0.15%	124
2025 Q2	$371K	Hold	3,087	–	–	0.16%	117
2025 Q1	$455K	Sell	3,087 -150	-5%	-$22.9K	0.21%	99
2024 Q4	$526K	Sell	3,237 -50	-2%	-$8.18K	0.23%	88
2024 Q3	$535K	Hold	3,287	–	–	0.23%	95
2024 Q2	$449K	Hold	3,287	–	–	0.2%	110
2024 Q1	$503K	Hold	3,287	–	–	0.23%	98
2023 Q4	$469K	Hold	3,287	–	–	0.24%	98
2023 Q3	$431K	Sell	3,287 -400	-11%	-$60.8K	0.22%	107
2023 Q2	$586K	Hold	3,687	–	–	0.29%	85
2023 Q1	$583K	Hold	3,687	–	–	0.31%	82
2022 Q4	$517K	Sell	3,687 -100	-3%	-$14.2K	0.28%	91
2022 Q3	$486K	Hold	3,787	–	–	0.26%	92
2022 Q2	$534K	Hold	3,787	–	–	0.27%	86
2022 Q1	$527K	Hold	3,787	–	–	0.22%	101
2021 Q4	$660K	Hold	3,787	–	–	0.26%	88
2021 Q3	$627K	Hold	3,787	–	–	0.26%	90
2021 Q2	$681K	Hold	3,787	–	–	0.21%	103
2021 Q1	$730K	Hold	3,787	–	–	0.21%	103
2020 Q4	$765K	Sell	3,787 -100	-3%	-$20.7K	0.23%	99
2020 Q3	$817K	Hold	3,887	–	–	0.27%	83
2020 Q2	$853K	Sell	3,887 -50	-1%	-$9.99K	0.3%	76
2020 Q1	$682K	Hold	3,937	–	–	0.28%	78
2019 Q4	$604K	Sell	3,937 -50	-1%	-$7.47K	0.18%	142
2019 Q3	$606K	Hold	3,987	–	–	0.19%	134
2019 Q2	$610K	Sell	3,987 -200	-5%	-$30.6K	0.2%	128
2019 Q1	$672K	Hold	4,187	–	–	0.22%	119
2018 Q4	$645K	Hold	4,187	–	–	0.22%	117
2018 Q3	$630K	Hold	4,187	–	–	0.17%	140
2018 Q2	$566K	Hold	4,187	–	–	0.16%	149
2018 Q1	$557K	Hold	4,187	–	–	0.16%	149
2017 Q4	$623K	Hold	4,187	–	–	0.2%	143
2017 Q3	$552K	Sell	4,187 -50	-1%	-$6.72K	0.18%	148
2017 Q2	$565K	Hold	4,237	–	–	0.2%	148
2017 Q1	$571K	Sell	4,237 -100	-2%	-$13K	0.2%	144
2016 Q4	$521K	Sell	4,337 -150	-3%	-$17.7K	0.2%	139
2016 Q3	$562K	Sell	4,487 -70	-2%	-$9.17K	0.21%	136
2016 Q2	$631K	Hold	4,557	–	–	0.24%	123
2016 Q1	$574K	Buy	4,557 +1,470	+48%	+$187K	0.23%	130
2015 Q4	$392K	Buy	+3,087	New	+$383K	0.15%	185
2015 Q1	$73K	Sell	658 -999	-60%	-$108K	0.02%	429
2014 Q4	$173K	Hold	1,657	–	–	0.06%	289
2014 Q3	$163K	Buy	1,657 +1	+0.1%	+$90	0.05%	290
2014 Q2	$151K	Buy	1,656 +656	+66%	+$58.8K	0.05%	296
2014 Q1	$88K	Hold	1,000	–	–	0.03%	319
2013 Q4	$93K	Hold	1,000	–	–	0.04%	303
2013 Q3	$82K	Buy	+1,000	New	+$84.4K	0.03%	304

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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 $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's CLX Position: Q3 2025 in Review

Optimum Investment Advisors held its Clorox (CLX) position steady in Q3 2025 at 3,087 shares worth $381K. The position accounts for 0.15% of the portfolio, ranked #124.

Optimum Investment Advisors first reported a position in CLX in Q3 2013 and has held it in 47 quarters since. The position peaked at $853K in Q2 2020. 1,092 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

Optimum Investment Advisors held 3,087 shares of Clorox worth $381K as of Q3 2025.
Optimum Investment Advisors left its Clorox share count unchanged in Q3 2025.
Clorox made up 0.15% of Optimum Investment Advisors's portfolio in Q3 2025, its #124 holding.
Optimum Investment Advisors first reported a position in Clorox in Q3 2013 and has held it in 47 quarters since.
Optimum Investment Advisors's Clorox position peaked at $853K in Q2 2020.
1,092 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.