CWM
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Circle Wealth Management’s Ecolab ECL Stock Holding History

Circle 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 		$272K Sell
975
-2
-0.2% -$527 ﹤0.01% 232
2026
Q1 		$260K Sell
977
-87
-8% -$24.6K ﹤0.01% 246
2025
Q4 		$279K Buy
1,064
+93
+10% +$24.8K ﹤0.01% 216
2025
Q3 		$266K Buy
+971
New +$264K 0.01% 202
2023
Q3 		– Sell
-2,099
Closed -$392K – 199
2023
Q2 		$392K Sell
2,099
-569
-21% -$97.9K 0.05% 119
2023
Q1 		$442K Buy
2,668
+9
+0.3% +$1.4K 0.06% 109
2022
Q4 		$387K Buy
2,659
+15
+0.6% +$2.2K 0.06% 119
2022
Q3 		$382K Sell
2,644
-15
-0.6% -$2.43K 0.06% 113
2022
Q2 		$409K Sell
2,659
-775
-23% -$129K 0.07% 111
2022
Q1 		$606K Sell
3,434
-292
-8% -$54.9K 0.08% 111
2021
Q4 		$874K Hold
3,726
– – 0.11% 78
2021
Q3 		$777K Sell
3,726
-945
-20% -$207K 0.11% 82
2021
Q2 		$962K Buy
4,671
+263
+6% +$57.2K 0.14% 75
2021
Q1 		$944K Sell
4,408
-83
-2% -$17.7K 0.15% 66
2020
Q4 		$972K Buy
4,491
+1,790
+66% +$374K 0.14% 87
2020
Q3 		$540K Buy
2,701
+369
+16% +$73.7K 0.09% 108
2020
Q2 		$464K Buy
2,332
+590
+34% +$114K 0.08% 109
2020
Q1 		$271K Buy
1,742
+27
+2% +$5.07K 0.05% 155
2019
Q4 		$331K Buy
1,715
+156
+10% +$29.6K 0.06% 129
2019
Q3 		$309K Buy
1,559
+3
+0.2% +$601 0.07% 128
2019
Q2 		$307K Buy
1,556
+204
+15% +$37.9K 0.07% 125
2019
Q1 		$239K Buy
+1,352
New +$220K 0.05% 139
2018
Q4 		– Sell
-1,461
Closed -$229K – 86
2018
Q3 		$229K Buy
1,461
+4
+0.3% +$593 0.07% 90
2018
Q2 		$204K Buy
+1,457
New +$210K 0.07% 96

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

Circle Wealth Management's ECL Position: Q2 2026 in Review

Circle Wealth Management reduced its Ecolab (ECL) stake by 0.2% in Q2 2026, selling an estimated $527 and leaving 975 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Circle Wealth Management first reported a position in ECL in Q2 2018 and has held it in 24 quarters since. The position peaked at $972K in Q4 2020. 1,700 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Circle Wealth Management held 975 shares of Ecolab worth $272K as of Q2 2026.
  • Circle Wealth Management sold 2 Ecolab shares in Q2 2026, an estimated $527.
  • Ecolab made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Circle Wealth Management first reported a position in Ecolab in Q2 2018 and has held it in 24 quarters since.
  • Circle Wealth Management's Ecolab position peaked at $972K in Q4 2020.
  • 1,700 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.