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Sound Financial Strategies Group’s Clorox CLX Stock Holding History

Sound Financial Strategies Group’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
Q4 		– Sell
-4,228
Closed -$521K – 112
2025
Q3 		$521K Sell
4,228
-638
-13% -$79.2K 0.38% 88
2025
Q2 		$584K Buy
4,866
+3,469
+248% +$463K 0.49% 79
2025
Q1 		$206K Buy
1,397
+8
+0.6% +$1.22K 0.18% 93
2024
Q4 		$226K Sell
1,389
-6
-0.4% -$982 0.19% 81
2024
Q3 		$227K Sell
1,395
-77
-5% -$11.4K 0.18% 80
2024
Q2 		$201K Sell
1,472
-2,988
-67% -$415K 0.17% 83
2024
Q1 		$683K Sell
4,460
-285
-6% -$42.5K 0.57% 23
2023
Q4 		$677K Sell
4,745
-1,063
-18% -$142K 0.57% 14
2023
Q3 		$761K Sell
5,808
-352
-6% -$53.5K 0.63% 49
2023
Q2 		$980K Sell
6,160
-611
-9% -$98.6K 0.72% 31
2023
Q1 		$1.07M Buy
6,771
+2,395
+55% +$359K 0.71% 18
2022
Q4 		$614K Buy
+4,376
New +$621K 0.45% 47
2021
Q1 		– Sell
-3,137
Closed -$633K – 88
2020
Q4 		$633K Buy
3,137
+655
+26% +$136K 0.35% 37
2020
Q3 		$522K Sell
2,482
-42
-2% -$9.35K 0.33% 34
2020
Q2 		$554K Sell
2,524
-85
-3% -$17K 0.36% 27
2020
Q1 		$452K Sell
2,609
-5,880
-69% -$971K 0.31% 27
2019
Q4 		$1.3M Buy
+8,489
New +$1.27M 0.83% 41

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sound Financial Strategies Group's CLX Position: Q4 2025 in Review

Sound Financial Strategies Group sold out of Clorox (CLX) in Q4 2025, closing a stake of 4,228 shares — an estimated $521K sold.

Sound Financial Strategies Group first reported a position in CLX in Q4 2019 and held it in 17 quarters. The position peaked at $1.3M in Q4 2019. 1,052 funds tracked by Wall St. Rank hold CLX as of Q4 2025.

  • Sound Financial Strategies Group reported no remaining Clorox position as of Q4 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 4,228 Clorox shares in Q4 2025, an estimated $521K.
  • Sound Financial Strategies Group first reported a position in Clorox in Q4 2019 and held it in 17 quarters.
  • Sound Financial Strategies Group's Clorox position peaked at $1.3M in Q4 2019.
  • 1,052 funds tracked by Wall St. Rank held Clorox as of Q4 2025.

Based on Sound Financial Strategies Group's 13F filing for Q4 2025, filed 3 Feb 2026.