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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
Q2 		$2.6M Sell
9,316
-233
-2% -$61.4K 0.02% 636
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 $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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's ECL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Ecolab (ECL) stake by 2.4% in Q2 2026, selling an estimated $61.4K and leaving 9,316 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #636.

Concurrent Investment Advisors first reported a position in ECL in Q4 2023 and has held it in 10 quarters since. 1,716 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Concurrent Investment Advisors held 9,316 shares of Ecolab worth $2.6M as of Q2 2026.
  • Concurrent Investment Advisors sold 233 Ecolab shares in Q2 2026, an estimated $61.4K.
  • Ecolab made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #636 holding.
  • Concurrent Investment Advisors first reported a position in Ecolab in Q4 2023 and has held it in 10 quarters since.
  • 1,716 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.