Caldwell Trust
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Caldwell Trust’s Ecolab ECL Stock Holding History

Caldwell Trust’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 		$1.51M Sell
5,489
-90
-2% -$25K 0.12% 142
2026
Q2 		$1.55M Sell
5,579
-31
-0.6% -$8.16K 0.13% 137
2026
Q1 		$1.49M Sell
5,610
-27
-0.5% -$7.62K 0.13% 136
2025
Q4 		$1.48M Sell
5,637
-230
-4% -$61.3K 0.13% 136
2025
Q3 		$1.61M Sell
5,867
-319
-5% -$86.6K 0.15% 126
2025
Q2 		$1.67M Buy
6,186
+407
+7% +$103K 0.17% 121
2025
Q1 		$1.47M Buy
5,779
+10
+0.2% +$2.52K 0.16% 127
2024
Q4 		$1.35M Sell
5,769
-5
-0.1% -$1.24K 0.14% 130
2024
Q3 		$1.47M Sell
5,774
-125
-2% -$30.6K 0.15% 123
2024
Q2 		$1.4M Buy
5,899
+1,053
+22% +$243K 0.16% 122
2024
Q1 		$1.12M Sell
4,846
-1,170
-19% -$248K 0.13% 137
2023
Q4 		$1.19M Sell
6,016
-1,896
-24% -$341K 0.15% 124
2023
Q3 		$1.34M Sell
7,912
-291
-4% -$52.9K 0.18% 116
2023
Q2 		$1.53M Sell
8,203
-375
-4% -$64.5K 0.2% 111
2023
Q1 		$1.42M Sell
8,578
-165
-2% -$25.7K 0.2% 111
2022
Q4 		$1.27M Sell
8,743
-1,140
-12% -$167K 0.18% 115
2022
Q3 		$1.43M Sell
9,883
-1,756
-15% -$285K 0.21% 107
2022
Q2 		$1.79M Sell
11,639
-45
-0.4% -$7.46K 0.25% 88
2022
Q1 		$2.06M Buy
11,684
+16
+0.1% +$3K 0.25% 89
2021
Q4 		$2.74M Buy
11,668
+3
+0% +$678 0.31% 73
2021
Q3 		$2.43M Buy
11,665
+363
+3% +$79.6K 0.31% 78
2021
Q2 		$2.33M Sell
11,302
-777
-6% -$169K 0.3% 79
2021
Q1 		$2.59M Buy
12,079
+795
+7% +$169K 0.36% 68
2020
Q4 		$2.44M Sell
11,284
-54
-0.5% -$11.3K 0.37% 66
2020
Q3 		$2.27M Buy
11,338
+23
+0.2% +$4.6K 0.37% 69
2020
Q2 		$2.25M Buy
11,315
+1,101
+11% +$213K 0.38% 67
2020
Q1 		$1.59M Buy
10,214
+837
+9% +$157K 0.3% 78
2019
Q4 		$1.81M Buy
+9,377
New +$1.78M 0.28% 83

Other funds holding ECL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Caldwell Trust's ECL Position: Q3 2026 in Review

Caldwell Trust reduced its Ecolab (ECL) stake by 1.6% in Q3 2026, selling an estimated $25K and leaving 5,489 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #142.

Caldwell Trust first reported a position in ECL in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.74M in Q4 2021. 1,112 funds tracked by Wall St. Rank hold ECL as of Q3 2026.

  • Caldwell Trust held 5,489 shares of Ecolab worth $1.51M as of Q3 2026.
  • Caldwell Trust sold 90 Ecolab shares in Q3 2026, an estimated $25K.
  • Ecolab made up 0.12% of Caldwell Trust's portfolio in Q3 2026, its #142 holding.
  • Caldwell Trust first reported a position in Ecolab in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Ecolab position peaked at $2.74M in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held Ecolab as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.