GeoWealth Management’s Ecolab ECL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.39M Sell
4,985
-373
-7% -$98.2K 0.04% 249
2026
Q1
$1.43M Buy
5,358
+373
+7% +$105K 0.05% 216
2025
Q4
$1.31M Buy
4,985
+2,508
+101% +$668K 0.05% 226
2025
Q3
$678K Buy
2,477
+1,221
+97% +$332K 0.02% 379
2025
Q2
$338K Sell
1,256
-2,609
-68% -$663K 0.01% 521
2025
Q1
$980K Sell
3,865
-256
-6% -$64.5K 0.04% 271
2024
Q4
$966K Buy
4,121
+646
+19% +$161K 0.03% 304
2024
Q3
$887K Sell
3,475
-541
-13% -$132K 0.03% 328
2024
Q2
$956K Buy
4,016
+1,177
+41% +$272K 0.04% 282
2024
Q1
$656K Buy
+2,839
New +$602K 0.03% 383

Other funds holding ECL

GeoWealth Management's ECL Position: Q2 2026 in Review

GeoWealth Management reduced its Ecolab (ECL) stake by 7% in Q2 2026, selling an estimated $98.2K and leaving 4,985 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #249.

GeoWealth Management first reported a position in ECL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.43M in Q1 2026. 1,705 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • GeoWealth Management held 4,985 shares of Ecolab worth $1.39M as of Q2 2026.
  • GeoWealth Management sold 373 Ecolab shares in Q2 2026, an estimated $98.2K.
  • Ecolab made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #249 holding.
  • GeoWealth Management first reported a position in Ecolab in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's Ecolab position peaked at $1.43M in Q1 2026.
  • 1,705 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.