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Primoris Wealth Advisors’s Clorox CLX Stock Holding History

Primoris 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
Q3 		– Sell
-2,680
Closed -$322K – 107
2025
Q2 		$322K Sell
2,680
-1,704
-39% -$227K 0.22% 76
2025
Q1 		$646K Sell
4,384
-24
-0.5% -$3.67K 0.5% 47
2024
Q4 		$716K Sell
4,408
-100
-2% -$16.4K 0.54% 47
2024
Q3 		$734K Sell
4,508
-831
-16% -$123K 0.53% 51
2024
Q2 		$729K Sell
5,339
-16,493
-76% -$2.29M 0.58% 48
2024
Q1 		$3.34M Buy
+21,832
New +$3.26M 2.67% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Primoris Wealth Advisors's CLX Position: Q3 2025 in Review

Primoris Wealth Advisors sold out of Clorox (CLX) in Q3 2025, closing a stake of 2,680 shares — an estimated $322K sold.

Primoris Wealth Advisors first reported a position in CLX in Q1 2024 and held it in 6 quarters. The position peaked at $3.34M in Q1 2024. 1,091 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

  • Primoris Wealth Advisors reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
  • Primoris Wealth Advisors sold 2,680 Clorox shares in Q3 2025, an estimated $322K.
  • Primoris Wealth Advisors first reported a position in Clorox in Q1 2024 and held it in 6 quarters.
  • Primoris Wealth Advisors's Clorox position peaked at $3.34M in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on Primoris Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.