Wealthspire Advisors (New York)’s Clorox CLX Stock Holding History

Wealthspire Advisors (New York)’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	-993	Closed	-$122K	–	1382
2025 Q3	$122K	Buy	+993	New	+$123K	﹤0.01%	953
2024 Q4	–	Sell	-1,328	Closed	-$216K	–	802
2024 Q3	$216K	Buy	+1,328	New	+$197K	﹤0.01%	694
2024 Q1	–	Sell	-1,489	Closed	-$212K	–	647
2023 Q4	$212K	Buy	+1,489	New	+$199K	﹤0.01%	605
2022 Q1	–	Sell	-2,496	Closed	-$435K	–	454
2021 Q4	$435K	Buy	+2,496	New	+$416K	0.01%	348
2021 Q2	–	Sell	-1,820	Closed	-$351K	–	429
2021 Q1	$351K	Buy	1,820 +384	+27%	+$73.9K	0.01%	506
2020 Q4	$290K	Buy	1,436 +414	+41%	+$85.7K	0.01%	447
2020 Q3	$215K	Buy	+1,022	New	+$228K	0.01%	289
2020 Q2	–	Sell	-2,755	Closed	-$477K	–	317
2020 Q1	$477K	Buy	+2,755	New	+$455K	0.02%	300
2019 Q1	–	Sell	-82	Closed	-$13K	–	186
2018 Q4	$13K	Buy	+82	New	+$12.8K	﹤0.01%	433

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s CLX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Clorox (CLX) in Q4 2025, closing a stake of 993 shares — an estimated $122K sold.

Wealthspire Advisors (New York) first reported a position in CLX in Q4 2018 and held it in 9 quarters. The position peaked at $477K in Q1 2020. 1,051 funds tracked by Wall St. Rank hold CLX as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Clorox position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 993 Clorox shares in Q4 2025, an estimated $122K.
Wealthspire Advisors (New York) first reported a position in Clorox in Q4 2018 and held it in 9 quarters.
Wealthspire Advisors (New York)'s Clorox position peaked at $477K in Q1 2020.
1,051 funds tracked by Wall St. Rank held Clorox as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.