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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Congress Wealth Management's ECL Position: Q2 2025 in Review

Congress Wealth Management reduced its Ecolab (ECL) stake by 6.6% in Q2 2025, selling an estimated $1.8M and leaving 100,561 shares worth $27.1M. The position accounts for 0.26% of the portfolio, ranked #90.

Congress Wealth Management first reported a position in ECL in Q4 2021 and has held it in 15 quarters since. The position peaked at $27.3M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold ECL as of Q2 2025.

  • Congress Wealth Management held 100,561 shares of Ecolab worth $27.1M as of Q2 2025.
  • Congress Wealth Management sold 7,065 Ecolab shares in Q2 2025, an estimated $1.8M.
  • Ecolab made up 0.26% of Congress Wealth Management's portfolio in Q2 2025, its #90 holding.
  • Congress Wealth Management first reported a position in Ecolab in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Ecolab position peaked at $27.3M in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held Ecolab as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.