IFWM
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Institute for Wealth Management’s Ecolab ECL Stock Holding History

Institute for 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
2026
Q2 		$310K Buy
1,114
+213
+24% +$56.1K 0.03% 420
2026
Q1 		$240K Sell
901
-3
-0.3% -$847 0.03% 480
2025
Q4 		$237K Sell
904
-78
-8% -$20.8K 0.03% 500
2025
Q3 		$269K Hold
982
– – 0.03% 482
2025
Q2 		$265K Sell
982
-110
-10% -$28K 0.03% 467
2025
Q1 		$277K Hold
1,092
– – 0.04% 432
2024
Q4 		$256K Hold
1,092
– – 0.03% 434
2024
Q3 		$279K Hold
1,092
– – 0.04% 432
2024
Q2 		$260K Buy
1,092
+6
+0.6% +$1.39K 0.03% 421
2024
Q1 		$251K Sell
1,086
-28
-3% -$5.94K 0.03% 429
2023
Q4 		$221K Buy
+1,114
New +$200K 0.04% 439
2023
Q3 		– Sell
-1,120
Closed -$209K – 461
2023
Q2 		$209K Buy
+1,120
New +$193K 0.04% 433
2022
Q4 		– Sell
-1,491
Closed -$215K – 459
2022
Q3 		$215K Hold
1,491
– – 0.05% 413
2022
Q2 		$229K Sell
1,491
-4
-0.3% -$663 0.05% 462
2022
Q1 		$264K Hold
1,495
– – 0.04% 456
2021
Q4 		$351K Hold
1,495
– – 0.06% 342
2021
Q3 		$312K Hold
1,495
– – 0.05% 365
2021
Q2 		$308K Hold
1,495
– – 0.05% 369
2021
Q1 		$320K Buy
1,495
+275
+23% +$58.5K 0.06% 349
2020
Q4 		$264K Buy
1,220
+33
+3% +$6.89K 0.05% 374
2020
Q3 		$237K Buy
1,187
+133
+13% +$26.6K 0.05% 369
2020
Q2 		$210K Buy
+1,054
New +$204K 0.05% 391
2020
Q1 		– Sell
-1,060
Closed -$205K – 444
2019
Q4 		$205K Sell
1,060
-50
-5% -$9.49K 0.05% 417
2019
Q3 		$220K Sell
1,110
-600
-35% -$120K 0.06% 380
2019
Q2 		$338K Buy
1,710
+19
+1% +$3.53K 0.07% 327
2019
Q1 		$299K Buy
+1,691
New +$275K 0.07% 336

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Institute for Wealth Management's ECL Position: Q2 2026 in Review

Institute for Wealth Management increased its Ecolab (ECL) stake by 24% in Q2 2026, buying an estimated $56.1K and bringing the position to 1,114 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #420.

Institute for Wealth Management first reported a position in ECL in Q1 2019 and has held it in 26 quarters since. The position peaked at $351K in Q4 2021. 1,700 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Institute for Wealth Management held 1,114 shares of Ecolab worth $310K as of Q2 2026.
  • Institute for Wealth Management bought 213 Ecolab shares in Q2 2026, an estimated $56.1K.
  • Ecolab made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Institute for Wealth Management first reported a position in Ecolab in Q1 2019 and has held it in 26 quarters since.
  • Institute for Wealth Management's Ecolab position peaked at $351K in Q4 2021.
  • 1,700 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.