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CM Wealth Advisors’s Ecolab ECL Stock Holding History

CM Wealth 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
Q2 		$201K Buy
+718
New +$189K 0.04% 190
2024
Q2 		– Sell
-1,831
Closed -$426K – 103
2024
Q1 		$426K Buy
+1,831
New +$388K 0.12% 92
2023
Q3 		– Sell
-2,205
Closed -$405K – 104
2023
Q2 		$405K Sell
2,205
-17,116
-89% -$2.95M 0.13% 77
2023
Q1 		$3.14M Buy
+19,321
New +$3.01M 0.61% 16

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

CM Wealth Advisors's ECL Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Ecolab (ECL) in Q2 2026: 718 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in ECL as recently as Q1 2024.

CM Wealth Advisors first reported a position in ECL in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.14M in Q1 2023. 1,710 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • CM Wealth Advisors held 718 shares of Ecolab worth $201K as of Q2 2026.
  • Ecolab was a new CM Wealth Advisors position in Q2 2026.
  • Ecolab made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • CM Wealth Advisors first reported a position in Ecolab in Q1 2023 and has held it in 4 quarters since.
  • CM Wealth Advisors's Ecolab position peaked at $3.14M in Q1 2023.
  • 1,710 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.