CAWM
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Capital Advisors Wealth Management’s Ecolab ECL Stock Holding History

Capital Advisors Wealth Management’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
Q1 		$269K Buy
1,012
+1
+0.1% +$282 0.04% 182
2025
Q4 		$265K Buy
1,011
+1
+0.1% +$266 0.04% 189
2025
Q3 		$277K Buy
1,010
+2
+0.2% +$543 0.04% 177
2025
Q2 		$272K Buy
1,008
+2
+0.2% +$508 0.04% 162
2025
Q1 		$255K Hold
1,006
– – 0.05% 153
2024
Q4 		$236K Buy
1,006
+20
+2% +$4.97K 0.04% 160
2024
Q3 		$252K Sell
986
-25
-2% -$6.12K 0.05% 146
2024
Q2 		$241K Buy
1,011
+32
+3% +$7.39K 0.05% 136
2024
Q1 		$226K Buy
+979
New +$208K 0.05% 140
2022
Q1 		– Sell
-908
Closed -$213K – 127
2021
Q4 		$213K Buy
+908
New +$205K 0.06% 117

Other funds holding ECL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return