MWM
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Modera Wealth Management’s Ecolab ECL Stock Holding History

Modera 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 		$524K Sell
1,881
-5
-0.3% -$1.32K 0.01% 449
2026
Q1 		$502K Sell
1,886
-20
-1% -$5.64K 0.01% 433
2025
Q4 		$500K Buy
1,906
+51
+3% +$13.6K 0.01% 456
2025
Q3 		$508K Sell
1,855
-5
-0.3% -$1.36K 0.01% 456
2025
Q2 		$501K Sell
1,860
-128
-6% -$32.5K 0.01% 447
2025
Q1 		$504K Sell
1,988
-175
-8% -$44.1K 0.01% 436
2024
Q4 		$507K Buy
2,163
+30
+1% +$7.46K 0.01% 436
2024
Q3 		$545K Buy
2,133
+196
+10% +$48K 0.01% 396
2024
Q2 		$461K Sell
1,937
-53
-3% -$12.2K 0.01% 407
2024
Q1 		$459K Sell
1,990
-22
-1% -$4.67K 0.01% 400
2023
Q4 		$399K Sell
2,012
-98
-5% -$17.6K 0.01% 412
2023
Q3 		$357K Buy
2,110
+87
+4% +$15.8K 0.01% 420
2023
Q2 		$378K Sell
2,023
-191
-9% -$32.9K 0.01% 428
2023
Q1 		$366K Buy
2,214
+380
+21% +$59.2K 0.01% 256
2022
Q4 		$267K Sell
1,834
-300
-14% -$44.1K 0.01% 297
2022
Q3 		$308K Sell
2,134
-58
-3% -$9.41K 0.02% 238
2022
Q2 		$337K Sell
2,192
-13
-0.6% -$2.16K 0.02% 239
2022
Q1 		$389K Sell
2,205
-1,153
-34% -$217K 0.02% 240
2021
Q4 		$788K Buy
+3,358
New +$759K 0.03% 200

Other funds holding ECL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Modera Wealth Management's ECL Position: Q2 2026 in Review

Modera Wealth Management reduced its Ecolab (ECL) stake by 0.27% in Q2 2026, selling an estimated $1.32K and leaving 1,881 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #449.

Modera Wealth Management first reported a position in ECL in Q4 2021 and has held it in 19 quarters since. The position peaked at $788K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Modera Wealth Management held 1,881 shares of Ecolab worth $524K as of Q2 2026.
  • Modera Wealth Management sold 5 Ecolab shares in Q2 2026, an estimated $1.32K.
  • Ecolab made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #449 holding.
  • Modera Wealth Management first reported a position in Ecolab in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's Ecolab position peaked at $788K in Q4 2021.
  • 1,014 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.