TA
CLX icon

TrueWealth Advisors’s Clorox CLX Stock Holding History

TrueWealth 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
Q3 		– Sell
-2,361
Closed -$225K – 241
2026
Q2 		$225K Buy
2,361
+3
+0.1% +$288 0.05% 226
2026
Q1 		$244K Buy
2,358
+3
+0.1% +$340 0.06% 211
2025
Q4 		$237K Buy
2,355
+3
+0.1% +$326 0.06% 214
2025
Q3 		$290K Buy
2,352
+3
+0.1% +$372 0.08% 184
2025
Q2 		$282K Buy
2,349
+2
+0.1% +$267 0.08% 181
2025
Q1 		$346K Buy
2,347
+2
+0.1% +$305 0.11% 145
2024
Q4 		$381K Buy
2,345
+2
+0.1% +$327 0.13% 147
2024
Q3 		$382K Buy
2,343
+2
+0.1% +$296 0.13% 148
2024
Q2 		$319K Buy
2,341
+2
+0.1% +$278 0.12% 141
2024
Q1 		$358K Sell
2,339
-31
-1% -$4.63K 0.14% 121
2023
Q4 		$338K Buy
2,370
+3
+0.1% +$400 0.13% 126
2023
Q3 		$310K Buy
2,367
+2
+0.1% +$304 0.13% 121
2023
Q2 		$376K Buy
2,365
+17
+0.7% +$2.74K 0.15% 105
2023
Q1 		$372K Buy
2,348
+2
+0.1% +$300 0.16% 101
2022
Q4 		$329K Buy
2,346
+2
+0.1% +$284 0.14% 124
2022
Q3 		$301K Buy
2,344
+2
+0.1% +$289 0.14% 117
2022
Q2 		$330K Sell
2,342
-66
-3% -$9.43K 0.15% 111
2022
Q1 		$420K Hold
2,408
– – 0.19% 102
2021
Q4 		$420K Buy
2,408
+322
+15% +$53.7K 0.19% 102
2021
Q3 		$345K Hold
2,086
– – 0.19% 93
2021
Q2 		$375K Hold
2,086
– – 0.22% 80
2021
Q1 		$406K Hold
2,086
– – 0.26% 71
2020
Q4 		$404K Buy
+2,086
New +$432K 0.35% 53

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

TrueWealth Advisors's CLX Position: Q3 2026 in Review

TrueWealth Advisors sold out of Clorox (CLX) in Q3 2026, closing a stake of 2,361 shares — an estimated $225K sold.

TrueWealth Advisors first reported a position in CLX in Q4 2020 and held it in 23 quarters. The position peaked at $420K in Q1 2022. 54 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • TrueWealth Advisors reported no remaining Clorox position as of Q3 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 2,361 Clorox shares in Q3 2026, an estimated $225K.
  • TrueWealth Advisors first reported a position in Clorox in Q4 2020 and held it in 23 quarters.
  • TrueWealth Advisors's Clorox position peaked at $420K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.