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SOA Wealth Advisors’s Clorox CLX Stock Holding History

SOA 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
2026
Q1 		– Sell
-3
Closed -$348 – 872
2025
Q4 		$348 Sell
3
-3
-50% -$326 ﹤0.01% 792
2025
Q3 		$702 Sell
6
-14
-70% -$1.74K ﹤0.01% 785
2025
Q2 		$2.35K Buy
20
+1
+5% +$133 ﹤0.01% 698
2025
Q1 		$2.86K Sell
19
-65
-77% -$9.93K ﹤0.01% 676
2024
Q4 		$13.6K Buy
84
+1
+1% +$164 ﹤0.01% 513
2024
Q3 		$13.6K Hold
83
– – ﹤0.01% 500
2024
Q2 		$11.3K Sell
83
-201
-71% -$27.9K ﹤0.01% 518
2024
Q1 		$43.4K Buy
284
+2
+0.7% +$299 0.01% 324
2023
Q4 		$40.2K Buy
282
+3
+1% +$400 0.01% 320
2023
Q3 		$36.6K Buy
279
+45
+19% +$6.84K 0.01% 326
2023
Q2 		$37.2K Buy
234
+1
+0.4% +$161 0.01% 329
2023
Q1 		$36.8K Buy
233
+2
+0.9% +$300 0.01% 323
2022
Q4 		$32.4K Sell
231
-2
-0.9% -$284 0.01% 334
2022
Q3 		$29K Buy
233
+1
+0.4% +$144 0.01% 327
2022
Q2 		$32K Sell
232
-102
-31% -$14.6K 0.01% 311
2022
Q1 		$46K Buy
334
+1
+0.3% +$153 0.01% 322
2021
Q4 		$57K Sell
333
-170
-34% -$28.3K 0.01% 279
2021
Q3 		$83K Sell
503
-29
-5% -$4.99K 0.02% 246
2021
Q2 		$95K Buy
532
+87
+20% +$15.9K 0.02% 221
2021
Q1 		$86K Buy
445
+23
+5% +$4.43K 0.02% 209
2020
Q4 		$78K Buy
+422
New +$87.3K 0.02% 217

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

SOA Wealth Advisors's CLX Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Clorox (CLX) in Q1 2026, closing a stake of 3 shares — an estimated $348 sold.

SOA Wealth Advisors first reported a position in CLX in Q4 2020 and held it in 21 quarters. The position peaked at $95K in Q2 2021. 1,086 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • SOA Wealth Advisors reported no remaining Clorox position as of Q1 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 3 Clorox shares in Q1 2026, an estimated $348.
  • SOA Wealth Advisors first reported a position in Clorox in Q4 2020 and held it in 21 quarters.
  • SOA Wealth Advisors's Clorox position peaked at $95K in Q2 2021.
  • 1,086 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.