EWA
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EP Wealth Advisors’s Ecolab ECL Stock Holding History

EP 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
Q1 		$12.6M Sell
47,222
-1,290
-3% -$364K 0.06% 192
2025
Q4 		$12.7M Buy
+48,512
New +$12.9M 0.07% 169
2025
Q2 		$12.4M Buy
46,174
+32,330
+234% +$8.22M 0.08% 163
2025
Q1 		$3.51M Sell
13,844
-76
-0.5% -$19.2K 0.03% 270
2024
Q4 		$3.26M Buy
13,920
+812
+6% +$202K 0.03% 272
2024
Q3 		$3.35M Buy
13,108
+830
+7% +$203K 0.03% 270
2024
Q2 		$2.92M Buy
12,278
+9,556
+351% +$2.21M 0.03% 237
2024
Q1 		$629K Sell
2,722
-465
-15% -$98.6K 0.01% 468
2023
Q4 		$632K Sell
3,187
-213
-6% -$38.3K 0.01% 450
2023
Q3 		$576K Sell
3,400
-6,290
-65% -$1.14M 0.01% 432
2023
Q2 		$552K Sell
9,690
-7,355
-43% -$1.27M 0.01% 447
2023
Q1 		$362K Buy
17,045
+14,512
+573% +$2.26M 0.01% 457
2022
Q4 		$369K Buy
+2,533
New +$372K 0.01% 429
2022
Q3 		– Sell
-5,652
Closed -$869K – 414
2022
Q2 		$869K Buy
5,652
+2,591
+85% +$430K 0.02% 276
2022
Q1 		$540K Buy
3,061
+537
+21% +$101K 0.01% 370
2021
Q4 		$592K Buy
2,524
+86
+4% +$19.4K 0.01% 327
2021
Q3 		$509K Buy
2,438
+39
+2% +$8.55K 0.01% 329
2021
Q2 		$494K Buy
2,399
+100
+4% +$21.7K 0.01% 341
2021
Q1 		$492K Buy
2,299
+106
+5% +$22.6K 0.02% 319
2020
Q4 		$475K Buy
2,193
+102
+5% +$21.3K 0.02% 273
2020
Q3 		$418K Hold
2,091
– – 0.02% 251
2020
Q2 		$416K Sell
2,091
-39
-2% -$7.55K 0.02% 266
2020
Q1 		$332K Buy
+2,130
New +$400K 0.02% 303
2019
Q4 		– Sell
-2,016
Closed -$399K – 418
2019
Q3 		$399K Buy
+2,016
New +$404K 0.02% 242

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

EP Wealth Advisors's ECL Position: Q1 2026 in Review

EP Wealth Advisors reduced its Ecolab (ECL) stake by 2.7% in Q1 2026, selling an estimated $364K and leaving 47,222 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #192.

EP Wealth Advisors first reported a position in ECL in Q3 2019 and has held it in 24 quarters since. The position peaked at $12.7M in Q4 2025. 1,691 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

  • EP Wealth Advisors held 47,222 shares of Ecolab worth $12.6M as of Q1 2026.
  • EP Wealth Advisors sold 1,290 Ecolab shares in Q1 2026, an estimated $364K.
  • Ecolab made up 0.06% of EP Wealth Advisors's portfolio in Q1 2026, its #192 holding.
  • EP Wealth Advisors first reported a position in Ecolab in Q3 2019 and has held it in 24 quarters since.
  • EP Wealth Advisors's Ecolab position peaked at $12.7M in Q4 2025.
  • 1,691 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.