Optimize Financial’s Clorox CLX Stock Holding History

Optimize Financial’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	-4,777	Closed	-$482K	–	330
2025 Q4	$482K	Buy	4,777 +68	+1%	+$7.38K	0.24%	145
2025 Q3	$581K	Buy	+4,709	New	+$584K	0.3%	80

Other funds holding CLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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 Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Optimize Financial's CLX Position: Q1 2026 in Review

Optimize Financial sold out of Clorox (CLX) in Q1 2026, closing a stake of 4,777 shares — an estimated $482K sold.

Optimize Financial first reported a position in CLX in Q3 2025 and held it in 2 quarters. The position peaked at $581K in Q3 2025. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

Optimize Financial reported no remaining Clorox position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 4,777 Clorox shares in Q1 2026, an estimated $482K.
Optimize Financial first reported a position in Clorox in Q3 2025 and held it in 2 quarters.
Optimize Financial's Clorox position peaked at $581K in Q3 2025.
1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.