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Symphony Financial’s Clorox CLX Stock Holding History

Symphony 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
2025
Q4 		– Sell
-4,239
Closed -$518K – 292
2025
Q3 		$518K Buy
+4,239
New +$526K 0.06% 160
2022
Q1 		– Sell
-1,630
Closed -$285K – 198
2021
Q4 		$285K Sell
1,630
-6,364
-80% -$1.06M 0.08% 157
2021
Q3 		$1.34M Buy
7,994
+336
+4% +$57.9K 0.47% 46
2021
Q2 		$1.38M Buy
+7,658
New +$1.4M 0.47% 46
2020
Q4 		– Sell
-1,072
Closed -$225K – 154
2020
Q3 		$225K Sell
1,072
-37
-3% -$8.24K 0.09% 127
2020
Q2 		$243K Sell
1,109
-146
-12% -$29.2K 0.12% 121
2020
Q1 		$219K Buy
+1,255
New +$207K 0.15% 85

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Symphony Financial's CLX Position: Q4 2025 in Review

Symphony Financial sold out of Clorox (CLX) in Q4 2025, closing a stake of 4,239 shares — an estimated $518K sold.

Symphony Financial first reported a position in CLX in Q1 2020 and held it in 7 quarters. The position peaked at $1.38M in Q2 2021. 1,051 funds tracked by Wall St. Rank hold CLX as of Q4 2025.

  • Symphony Financial reported no remaining Clorox position as of Q4 2025 after selling out during the quarter.
  • Symphony Financial sold 4,239 Clorox shares in Q4 2025, an estimated $518K.
  • Symphony Financial first reported a position in Clorox in Q1 2020 and held it in 7 quarters.
  • Symphony Financial's Clorox position peaked at $1.38M in Q2 2021.
  • 1,051 funds tracked by Wall St. Rank held Clorox as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.