Congress Wealth Management’s Ecolab ECL Stock Holding History

Congress 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
2025 Q2	$27.1M	Sell	100,561 -7,065	-7%	-$1.8M	0.26%	90
2025 Q1	$27.3M	Buy	107,626 +3,473	+3%	+$875K	0.33%	71
2024 Q4	$24.4M	Buy	104,153 +1,249	+1%	+$311K	0.34%	76
2024 Q3	$26.3M	Buy	102,904 +10,485	+11%	+$2.57M	0.35%	69
2024 Q2	$22M	Buy	92,419 +72,258	+358%	+$16.7M	0.35%	66
2024 Q1	$4.66M	Sell	20,161 -528	-3%	-$112K	0.08%	236
2023 Q4	$4.1M	Buy	20,689 +193	+0.9%	+$34.7K	0.08%	243
2023 Q3	$3.47M	Sell	20,496 -40	-0.2%	-$7.28K	0.07%	251
2023 Q2	$3.83M	Sell	20,536 -597	-3%	-$103K	0.09%	220
2023 Q1	$3.5M	Sell	21,133 -90	-0.4%	-$14K	0.08%	220
2022 Q4	$3.09M	Buy	21,223 +26	+0.1%	+$3.82K	0.08%	220
2022 Q3	$3.06M	Sell	21,197 -600	-3%	-$97.3K	0.08%	229
2022 Q2	$3.35M	Sell	21,797 -14	-0.1%	-$2.32K	0.09%	228
2022 Q1	$3.85M	Sell	21,811 -31	-0.1%	-$5.82K	0.08%	238
2021 Q4	$5.12M	Buy	+21,842	New	+$4.94M	0.1%	218

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return