Synergy Investment Management’s Clorox CLX Stock Holding History

Synergy Investment 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
2026 Q2	$2.51K	Buy	26 +6	+30%	+$576	﹤0.01%	871
2026 Q1	$2.07K	Buy	+20	New	+$2.27K	﹤0.01%	684

Other funds holding CLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synergy Investment Management's CLX Position: Q2 2026 in Review

Synergy Investment Management increased its Clorox (CLX) stake by 30% in Q2 2026, buying an estimated $576 and bringing the position to 26 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Synergy Investment Management first reported a position in CLX in Q1 2026 and has held it in 2 quarters since. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Synergy Investment Management held 26 shares of Clorox worth $2.51K as of Q2 2026.
Synergy Investment Management bought 6 Clorox shares in Q2 2026, an estimated $576.
Clorox made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #871 holding.
Synergy Investment Management first reported a position in Clorox in Q1 2026 and has held it in 2 quarters since.
1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.