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Forum Financial Management’s Ecolab ECL Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,753
Closed -$460K – 532
2025
Q4 		$460K Sell
1,753
-214
-11% -$57K 0.01% 519
2025
Q3 		$539K Buy
1,967
+391
+25% +$106K 0.01% 430
2025
Q2 		$425K Buy
1,576
+127
+9% +$32.3K 0.01% 477
2025
Q1 		$367K Buy
1,449
+40
+3% +$10.1K 0.01% 488
2024
Q4 		$330K Buy
1,409
+349
+33% +$86.8K 0.01% 558
2024
Q3 		$271K Buy
1,060
+3
+0.3% +$734 ﹤0.01% 567
2024
Q2 		$252K Buy
1,057
+5
+0.5% +$1.16K ﹤0.01% 555
2024
Q1 		$243K Hold
1,052
– – ﹤0.01% 602
2023
Q4 		$209K Buy
+1,052
New +$189K ﹤0.01% 628
2022
Q1 		– Sell
-1,051
Closed -$247K – 630
2021
Q4 		$247K Buy
+1,051
New +$238K 0.01% 514

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 $3.37T AUM 44.26% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Forum Financial Management's ECL Position: Q1 2026 in Review

Forum Financial Management sold out of Ecolab (ECL) in Q1 2026, closing a stake of 1,753 shares — an estimated $460K sold.

Forum Financial Management first reported a position in ECL in Q4 2021 and held it in 10 quarters. The position peaked at $539K in Q3 2025. 1,700 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

  • Forum Financial Management reported no remaining Ecolab position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,753 Ecolab shares in Q1 2026, an estimated $460K.
  • Forum Financial Management first reported a position in Ecolab in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Ecolab position peaked at $539K in Q3 2025.
  • 1,700 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.