AWE
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Avidian Wealth Enterprises’s Ecolab ECL Stock Holding History

Avidian Wealth Enterprises’s Portfolio ECL Stock Details ECL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.27M Buy
4,609
+178
+4% +$49.4K 0.04% 286
2026
Q2 		$1.23M Buy
4,431
+333
+8% +$87.7K 0.03% 281
2026
Q1 		$1.09M Buy
4,098
+3,181
+347% +$898K 0.03% 280
2025
Q4 		$241K Buy
917
+85
+10% +$22.6K 0.01% 518
2025
Q3 		$228K Buy
832
+60
+8% +$16.3K 0.01% 529
2025
Q2 		$208K Buy
+772
New +$196K 0.01% 526
2022
Q1 		– Sell
-1,579
Closed -$370K – 517
2021
Q4 		$370K Buy
+1,579
New +$357K 0.02% 362
2020
Q1 		– Sell
-1,121
Closed -$216K – 222
2019
Q4 		$216K Buy
+1,121
New +$213K 0.03% 215

Other funds holding ECL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Avidian Wealth Enterprises's ECL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Ecolab (ECL) stake by 4% in Q3 2026, buying an estimated $49.4K and bringing the position to 4,609 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #286.

Avidian Wealth Enterprises first reported a position in ECL in Q4 2019 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold ECL as of Q3 2026.

  • Avidian Wealth Enterprises held 4,609 shares of Ecolab worth $1.27M as of Q3 2026.
  • Avidian Wealth Enterprises bought 178 Ecolab shares in Q3 2026, an estimated $49.4K.
  • Ecolab made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #286 holding.
  • Avidian Wealth Enterprises first reported a position in Ecolab in Q4 2019 and has held it in 8 quarters since.
  • 80 funds tracked by Wall St. Rank held Ecolab as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.