Carson Wealth (CWM LLC)
ECL icon

Carson Wealth (CWM LLC)’s Ecolab ECL Stock Holding History

Carson Wealth (CWM 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
Q1 		$7.93M Sell
29,820
-988
-3% -$279K 0.02% 636
2025
Q4 		$8.09M Buy
30,808
+5,703
+23% +$1.52M 0.02% 594
2025
Q3 		$6.88M Buy
25,105
+2,173
+9% +$590K 0.02% 598
2025
Q2 		$6.18M Buy
22,932
+9,842
+75% +$2.5M 0.02% 526
2025
Q1 		$3.32M Buy
13,090
+1,848
+16% +$466K 0.01% 646
2024
Q4 		$2.63M Sell
11,242
-398
-3% -$98.9K 0.01% 678
2024
Q3 		$2.97M Buy
11,640
+778
+7% +$190K 0.01% 582
2024
Q2 		$2.58M Buy
10,862
+17
+0.2% +$3.93K 0.01% 575
2024
Q1 		$2.5M Buy
10,845
+619
+6% +$131K 0.01% 564
2023
Q4 		$2.03M Buy
10,226
+12
+0.1% +$2.16K 0.01% 574
2023
Q3 		$1.73M Buy
10,214
+823
+9% +$150K 0.01% 578
2023
Q2 		$1.75M Buy
9,391
+14
+0.1% +$2.41K 0.01% 549
2023
Q1 		$1.55M Buy
9,377
+61
+0.7% +$9.51K 0.01% 529
2022
Q4 		$1.36M Sell
9,316
-817
-8% -$120K 0.01% 534
2022
Q3 		$1.46M Buy
10,133
+1,877
+23% +$304K 0.01% 460
2022
Q2 		$1.27M Buy
8,256
+291
+4% +$48.3K 0.01% 508
2022
Q1 		$1.41M Buy
7,965
+620
+8% +$116K 0.01% 480
2021
Q4 		$1.72M Buy
+7,345
New +$1.66M 0.01% 464
2021
Q2 		$1.35M Hold
6,581
– – 0.01% 517
2021
Q1 		$1.35M Hold
6,581
– – 0.01% 517
2020
Q4 		$1.35M Hold
6,581
– – 0.01% 517
2020
Q3 		$1.35M Hold
6,581
– – 0.01% 517
2020
Q2 		$1.35M Hold
6,581
– – 0.01% 517
2020
Q1 		$1.35M Hold
6,581
– – 0.01% 517
2019
Q4 		$1.35M Hold
6,581
– – 0.01% 517
2019
Q3 		$1.35M Hold
6,581
– – 0.01% 517
2019
Q2 		$1.35M Hold
6,581
– – 0.01% 517
2019
Q1 		$1.35M Buy
6,581
+2,779
+73% +$451K 0.01% 517
2018
Q4 		$560K Sell
3,802
-149
-4% -$22.8K 0.01% 439
2018
Q3 		$619K Sell
3,951
-58,165
-94% -$8.62M 0.02% 364
2018
Q2 		$8.72M Buy
62,116
+16,706
+37% +$2.41M 0.29% 88
2018
Q1 		$6.22M Buy
45,410
+6,457
+17% +$868K 0.25% 88
2017
Q4 		$5.23M Buy
38,953
+2,435
+7% +$324K 0.23% 86
2017
Q3 		$4.7M Sell
36,518
-810
-2% -$107K 0.22% 83
2017
Q2 		$4.96M Sell
37,328
-4,274
-10% -$552K 0.25% 83
2017
Q1 		$5.21M Sell
41,602
-5,165
-11% -$631K 0.29% 78
2016
Q4 		$5.48M Sell
46,767
-6,051
-11% -$708K 0.34% 79
2016
Q3 		$6.43M Sell
52,818
-13,105
-20% -$1.58M 0.44% 68
2016
Q2 		$7.82M Sell
65,923
-18,982
-22% -$2.21M 0.57% 61
2016
Q1 		$9.47M Sell
84,905
-22,690
-21% -$2.41M 0.83% 43
2015
Q4 		$12.3M Sell
107,595
-17,392
-14% -$2.05M 1.2% 21
2015
Q3 		$13.7M Sell
124,987
-1,986
-2% -$222K 1.38% 13
2015
Q2 		$14.4M Buy
126,973
+513
+0.4% +$59K 1.38% 14
2015
Q1 		$14.5M Buy
126,460
+3,807
+3% +$417K 1.46% 11
2014
Q4 		$12.8M Buy
122,653
+11,910
+11% +$1.3M 1.56% 16
2014
Q3 		$12.7M Buy
110,743
+6,894
+7% +$776K 1.85% 8
2014
Q2 		$11.6M Buy
103,849
+12,054
+13% +$1.29M 2.07% 9
2014
Q1 		$9.91M Buy
91,795
+7,953
+9% +$833K 1.35% 20
2013
Q4 		$8.73M Sell
83,842
-10,127
-11% -$1.05M 1.36% 17
2013
Q3 		$9.28M Buy
+93,969
New +$8.74M 2.43% 5

Other funds holding ECL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Carson Wealth (CWM LLC)'s ECL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Ecolab (ECL) stake by 3.2% in Q1 2026, selling an estimated $279K and leaving 29,820 shares worth $7.93M. The position accounts for 0.02% of the portfolio, ranked #636.

Carson Wealth (CWM LLC) first reported a position in ECL in Q3 2013 and has held it in 50 quarters since. The position peaked at $14.5M in Q1 2015. 1,694 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,820 shares of Ecolab worth $7.93M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 988 Ecolab shares in Q1 2026, an estimated $279K.
  • Ecolab made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #636 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ecolab in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Ecolab position peaked at $14.5M in Q1 2015.
  • 1,694 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.