Synergy Asset Management’s Clorox CLX Stock Holding History

Synergy Asset Management’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	-2,379	Closed	-$350K	–	193
2025 Q1	$350K	Buy	+2,379	New	+$363K	0.04%	132

Other funds holding CLX

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synergy Asset Management's CLX Position: Q2 2025 in Review

Synergy Asset Management sold out of Clorox (CLX) in Q2 2025, closing a stake of 2,379 shares — an estimated $350K sold.

Synergy Asset Management first reported a position in CLX in Q1 2025 and held it in 1 quarter. The position peaked at $350K in Q1 2025. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

Synergy Asset Management reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
Synergy Asset Management sold 2,379 Clorox shares in Q2 2025, an estimated $350K.
Synergy Asset Management first reported a position in Clorox in Q1 2025 and held it in 1 quarter.
Synergy Asset Management's Clorox position peaked at $350K in Q1 2025.
1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.