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West Financial Advisors’s Clorox CLX Stock Holding History

West Financial 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
-43
Closed -$4.34K – 207
2025
Q4 		$4.34K Buy
+43
New +$4.67K ﹤0.01% 178
2025
Q3 		– Sell
-63
Closed -$7.57K – 198
2025
Q2 		$7.57K Hold
63
– – ﹤0.01% 158
2025
Q1 		$9.28K Hold
63
– – ﹤0.01% 154
2024
Q4 		$10.2K Hold
63
– – ﹤0.01% 152
2024
Q3 		$10.3K Hold
63
– – ﹤0.01% 152
2024
Q2 		$8.6K Hold
63
– – ﹤0.01% 125
2024
Q1 		$9.65K Hold
63
– – ﹤0.01% 121
2023
Q4 		$8.98K Hold
63
– – ﹤0.01% 125
2023
Q3 		$8.26K Hold
63
– – ﹤0.01% 133
2023
Q2 		$10K Buy
+63
New +$10.2K ﹤0.01% 127

Other funds holding CLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

West Financial Advisors's CLX Position: Q1 2026 in Review

West Financial Advisors sold out of Clorox (CLX) in Q1 2026, closing a stake of 43 shares — an estimated $4.34K sold.

West Financial Advisors first reported a position in CLX in Q2 2023 and held it in 10 quarters. The position peaked at $10.3K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • West Financial Advisors reported no remaining Clorox position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 43 Clorox shares in Q1 2026, an estimated $4.34K.
  • West Financial Advisors first reported a position in Clorox in Q2 2023 and held it in 10 quarters.
  • West Financial Advisors's Clorox position peaked at $10.3K in Q3 2024.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.