Orion Portfolio Solutions’s Clorox CLX Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.6M	Sell	24,437 -5,839	-19%	-$892K	0.04%	458
2024 Q4	$4.92M	Sell	30,276 -10,944	-27%	-$1.79M	0.05%	336
2024 Q3	$6.72M	Buy	41,220 +1,469	+4%	+$218K	0.07%	278
2024 Q2	$5.42M	Buy	39,751 +4,043	+11%	+$561K	0.06%	294
2024 Q1	$5.47M	Sell	35,708 -1,255	-3%	-$187K	0.06%	303
2023 Q4	$5.26M	Buy	36,963 +10,704	+41%	+$1.43M	0.06%	298
2023 Q3	$3.44M	Buy	26,259 +1,418	+6%	+$215K	0.04%	395
2023 Q2	$3.95M	Buy	24,841 +2,337	+10%	+$377K	0.04%	385
2023 Q1	$3.56M	Buy	22,504 +19,698	+702%	+$2.95M	0.04%	360
2022 Q4	$394K	Buy	2,806 +822	+41%	+$117K	0.01%	570
2022 Q3	$255K	Buy	+1,984	New	+$286K	0.01%	632
2020 Q3	–	Sell	-1,229	Closed	-$270K	–	719
2020 Q2	$270K	Buy	1,229 +342	+39%	+$68.3K	0.01%	340
2020 Q1	$154K	Buy	887 +39	+5%	+$6.44K	0.01%	366
2019 Q4	$130K	Buy	+848	New	+$127K	0.01%	369

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Orion Portfolio Solutions's CLX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Clorox (CLX) stake by 19% in Q1 2025, selling an estimated $892K and leaving 24,437 shares worth $3.6M. The position accounts for 0.04% of the portfolio, ranked #458.

Orion Portfolio Solutions first reported a position in CLX in Q4 2019 and has held it in 14 quarters since. The position peaked at $6.72M in Q3 2024. 1,186 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

Orion Portfolio Solutions held 24,437 shares of Clorox worth $3.6M as of Q1 2025.
Orion Portfolio Solutions sold 5,839 Clorox shares in Q1 2025, an estimated $892K.
Clorox made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #458 holding.
Orion Portfolio Solutions first reported a position in Clorox in Q4 2019 and has held it in 14 quarters since.
Orion Portfolio Solutions's Clorox position peaked at $6.72M in Q3 2024.
1,186 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.