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 Q2	$283K	Buy	1,017 +5	+0.5%	+$1.32K	0.03%	194
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Advisors Wealth Management's ECL Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Ecolab (ECL) stake by 0.49% in Q2 2026, buying an estimated $1.32K and bringing the position to 1,017 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #194.

Capital Advisors Wealth Management first reported a position in ECL in Q4 2021 and has held it in 11 quarters since. 1,710 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

Capital Advisors Wealth Management held 1,017 shares of Ecolab worth $283K as of Q2 2026.
Capital Advisors Wealth Management bought 5 Ecolab shares in Q2 2026, an estimated $1.32K.
Ecolab made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #194 holding.
Capital Advisors Wealth Management first reported a position in Ecolab in Q4 2021 and has held it in 11 quarters since.
1,710 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.