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Retirement Wealth Solutions’s Clorox CLX Stock Holding History

Retirement Wealth 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
2026
Q3 		$11.3K Buy
139
+12
+9% +$1.15K 0.01% 253
2026
Q2 		$12.1K Hold
127
– – 0.01% 208
2026
Q1 		$13.2K Hold
127
– – 0.01% 181
2025
Q4 		$12.8K Hold
127
– – 0.01% 201
2025
Q3 		$15.7K Hold
127
– – 0.01% 182
2025
Q2 		$15.2K Hold
127
– – 0.01% 180
2025
Q1 		$18.7K Hold
127
– – 0.02% 141
2024
Q4 		$20K Buy
+127
New +$20.8K 0.02% 140

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Retirement Wealth Solutions's CLX Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Clorox (CLX) stake by 9.4% in Q3 2026, buying an estimated $1.15K and bringing the position to 139 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #253.

Retirement Wealth Solutions first reported a position in CLX in Q4 2024 and has held it in 8 quarters since. The position peaked at $20K in Q4 2024. 54 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Retirement Wealth Solutions held 139 shares of Clorox worth $11.3K as of Q3 2026.
  • Retirement Wealth Solutions bought 12 Clorox shares in Q3 2026, an estimated $1.15K.
  • Clorox made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #253 holding.
  • Retirement Wealth Solutions first reported a position in Clorox in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Clorox position peaked at $20K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.