Capital Planning Advisors’s Ecolab ECL Stock Holding History

Capital Planning Advisors’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	$351K	Sell	1,319 -128	-9%	-$36.1K	0.05%	118
2025 Q4	$380K	Buy	1,447 +10	+0.7%	+$2.66K	0.05%	123
2025 Q3	$394K	Sell	1,437 -206	-13%	-$56K	0.05%	119
2025 Q2	$443K	Buy	1,643 +4	+0.2%	+$1.02K	0.06%	103
2025 Q1	$416K	Sell	1,639 -3	-0.2%	-$756	0.06%	105
2024 Q4	$385K	Buy	1,642 +3	+0.2%	+$746	0.06%	109
2024 Q3	$418K	Buy	1,639 +4	+0.2%	+$979	0.06%	106
2024 Q2	$389K	Sell	1,635 -31	-2%	-$7.16K	0.07%	107
2024 Q1	$385K	Sell	1,666 -49	-3%	-$10.4K	0.07%	110
2023 Q4	$340K	Buy	1,715 +80	+5%	+$14.4K	0.06%	109
2023 Q3	$277K	Sell	1,635 -175	-10%	-$31.8K	0.06%	106
2023 Q2	$338K	Buy	+1,810	New	+$312K	0.07%	107

Other funds holding ECL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Planning Advisors's ECL Position: Q1 2026 in Review

Capital Planning Advisors reduced its Ecolab (ECL) stake by 8.8% in Q1 2026, selling an estimated $36.1K and leaving 1,319 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #118.

Capital Planning Advisors first reported a position in ECL in Q2 2023 and has held it in 12 quarters since. The position peaked at $443K in Q2 2025. 1,691 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

Capital Planning Advisors held 1,319 shares of Ecolab worth $351K as of Q1 2026.
Capital Planning Advisors sold 128 Ecolab shares in Q1 2026, an estimated $36.1K.
Ecolab made up 0.05% of Capital Planning Advisors's portfolio in Q1 2026, its #118 holding.
Capital Planning Advisors first reported a position in Ecolab in Q2 2023 and has held it in 12 quarters since.
Capital Planning Advisors's Ecolab position peaked at $443K in Q2 2025.
1,691 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.