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Concurrent Investment Advisors’s Ecolab ECL Stock Holding History

Concurrent Investment 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
Q1 		$2.54M Buy
9,549
+390
+4% +$110K 0.03% 538
2025
Q4 		$2.4M Buy
9,159
+2,533
+38% +$675K 0.03% 516
2025
Q3 		$1.81M Buy
6,626
+1,666
+34% +$453K 0.03% 491
2025
Q2 		$1.34M Buy
4,960
+447
+10% +$114K 0.03% 525
2025
Q1 		$1.14M Buy
4,513
+700
+18% +$176K 0.03% 505
2024
Q4 		$893K Sell
3,813
-214
-5% -$53.2K 0.02% 522
2024
Q3 		$1.03M Buy
4,027
+3,064
+318% +$750K 0.03% 453
2024
Q2 		$229K Buy
+963
New +$223K 0.01% 827
2024
Q1 		– Sell
-1,640
Closed -$325K – 948
2023
Q4 		$325K Buy
+1,640
New +$295K 0.02% 627

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

Concurrent Investment Advisors's ECL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Ecolab (ECL) stake by 4.3% in Q1 2026, buying an estimated $110K and bringing the position to 9,549 shares worth $2.54M. The position accounts for 0.03% of the portfolio, ranked #538.

Concurrent Investment Advisors first reported a position in ECL in Q4 2023 and has held it in 9 quarters since. 1,692 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

  • Concurrent Investment Advisors held 9,549 shares of Ecolab worth $2.54M as of Q1 2026.
  • Concurrent Investment Advisors bought 390 Ecolab shares in Q1 2026, an estimated $110K.
  • Ecolab made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #538 holding.
  • Concurrent Investment Advisors first reported a position in Ecolab in Q4 2023 and has held it in 9 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.