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Ballentine Partners’s Clorox CLX Stock Holding History

Ballentine Partners’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
Q2 		– Sell
-2,262
Closed -$333K – 1006
2025
Q1 		$333K Sell
2,262
-346
-13% -$52.8K 0.01% 587
2024
Q4 		$424K Buy
2,608
+134
+5% +$21.9K 0.01% 472
2024
Q3 		$403K Buy
2,474
+288
+13% +$42.7K 0.01% 487
2024
Q2 		$298K Sell
2,186
-520
-19% -$72.2K 0.01% 563
2024
Q1 		$414K Buy
2,706
+379
+16% +$56.6K 0.01% 442
2023
Q4 		$332K Buy
2,327
+720
+45% +$96K 0.01% 475
2023
Q3 		$211K Sell
1,607
-519
-24% -$78.9K 0.01% 541
2023
Q2 		$338K Buy
2,126
+240
+13% +$38.7K 0.01% 422
2023
Q1 		$298K Buy
1,886
+434
+30% +$65.1K 0.01% 418
2022
Q4 		$204K Sell
1,452
-218
-13% -$30.9K 0.01% 463
2022
Q3 		$215K Sell
1,670
-82
-5% -$11.8K 0.01% 421
2022
Q2 		$248K Sell
1,752
-785
-31% -$112K 0.01% 358
2022
Q1 		$352K Buy
2,537
+260
+11% +$39.8K 0.01% 320
2021
Q4 		$397K Buy
2,277
+504
+28% +$84K 0.01% 317
2021
Q3 		$294K Buy
1,773
+413
+30% +$71.1K 0.01% 317
2021
Q2 		$245K Buy
1,360
+155
+13% +$28.3K 0.01% 361
2021
Q1 		$233K Sell
1,205
-13
-1% -$2.5K 0.01% 349
2020
Q4 		$246K Sell
1,218
-102
-8% -$21.1K 0.01% 326
2020
Q3 		$277K Sell
1,320
-1,214
-48% -$270K 0.01% 307
2020
Q2 		$556K Sell
2,534
-319
-11% -$63.7K 0.03% 200
2020
Q1 		$495K Buy
2,853
+73
+3% +$12.1K 0.03% 189
2019
Q4 		$427K Sell
2,780
-5
-0.2% -$747 0.02% 242
2019
Q3 		$423K Buy
2,785
+191
+7% +$30.2K 0.02% 235
2019
Q2 		$396K Buy
+2,594
New +$396K 0.02% 244

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ballentine Partners's CLX Position: Q2 2025 in Review

Ballentine Partners sold out of Clorox (CLX) in Q2 2025, closing a stake of 2,262 shares — an estimated $333K sold.

Ballentine Partners first reported a position in CLX in Q2 2019 and held it in 24 quarters. The position peaked at $556K in Q2 2020. 1,126 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • Ballentine Partners reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
  • Ballentine Partners sold 2,262 Clorox shares in Q2 2025, an estimated $333K.
  • Ballentine Partners first reported a position in Clorox in Q2 2019 and held it in 24 quarters.
  • Ballentine Partners's Clorox position peaked at $556K in Q2 2020.
  • 1,126 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Ballentine Partners's 13F filing for Q2 2025, filed 15 Jul 2025.