CCWM
ECL icon

Cassaday & Co Wealth Management’s Ecolab ECL Stock Holding History

Cassaday & Co 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 		$55.4K Hold
199
– – ﹤0.01% 603
2026
Q1 		$52.9K Buy
+199
New +$56.2K ﹤0.01% 597
2023
Q3 		– Sell
-2,200
Closed -$411K – 266
2023
Q2 		$411K Sell
2,200
-99
-4% -$17K 0.02% 169
2023
Q1 		$381K Hold
2,299
– – 0.02% 177
2022
Q4 		$335K Buy
+2,299
New +$338K 0.02% 186

Other funds holding ECL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cassaday & Co Wealth Management's ECL Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Ecolab (ECL) position steady in Q2 2026 at 199 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Cassaday & Co Wealth Management first reported a position in ECL in Q4 2022 and has held it in 5 quarters since. The position peaked at $411K in Q2 2023. 1,705 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Cassaday & Co Wealth Management held 199 shares of Ecolab worth $55.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Ecolab share count unchanged in Q2 2026.
  • Ecolab made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Cassaday & Co Wealth Management first reported a position in Ecolab in Q4 2022 and has held it in 5 quarters since.
  • Cassaday & Co Wealth Management's Ecolab position peaked at $411K in Q2 2023.
  • 1,705 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.