Capital & Planning LLC’s Ecolab ECL Stock Holding History

Capital & Planning LLC’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	–	Sell	-49	Closed	-$13K	–	74
2026 Q1	$13K	Buy	+49	New	+$13.8K	0.01%	93
2025 Q1	–	Sell	-49	Closed	-$11.5K	–	75
2024 Q4	$11.5K	Buy	+49	New	+$12.2K	0.01%	90

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 $3.38T AUM 44.17% 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 & Planning LLC's ECL Position: Q2 2026 in Review

Capital & Planning LLC sold out of Ecolab (ECL) in Q2 2026, closing a stake of 49 shares — an estimated $13K sold.

Capital & Planning LLC first reported a position in ECL in Q4 2024 and held it in 2 quarters. The position peaked at $13K in Q1 2026. 1,716 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

Capital & Planning LLC reported no remaining Ecolab position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 49 Ecolab shares in Q2 2026, an estimated $13K.
Capital & Planning LLC first reported a position in Ecolab in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Ecolab position peaked at $13K in Q1 2026.
1,716 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.