Total Wealth Planning & Management
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Total Wealth Planning & Management’s Clorox CLX Stock Holding History

Total Wealth Planning & Management’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 		– Sell
-5,475
Closed -$523K – 203
2026
Q2 		$523K Sell
5,475
-1,682
-24% -$161K 0.35% 98
2026
Q1 		$742K Buy
+7,157
New +$811K 0.55% 58

Other funds holding CLX

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Total Wealth Planning & Management's CLX Position: Q3 2026 in Review

Total Wealth Planning & Management sold out of Clorox (CLX) in Q3 2026, closing a stake of 5,475 shares — an estimated $523K sold.

Total Wealth Planning & Management first reported a position in CLX in Q1 2026 and held it in 2 quarters. The position peaked at $742K in Q1 2026. 316 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Total Wealth Planning & Management reported no remaining Clorox position as of Q3 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 5,475 Clorox shares in Q3 2026, an estimated $523K.
  • Total Wealth Planning & Management first reported a position in Clorox in Q1 2026 and held it in 2 quarters.
  • Total Wealth Planning & Management's Clorox position peaked at $742K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.