MWM
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Modern Wealth Management’s Ecolab ECL Stock Holding History

Modern 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 		$468K Buy
1,679
+230
+16% +$60.6K 0.01% 734
2026
Q1 		$391K Buy
1,449
+140
+11% +$39.5K 0.01% 630
2025
Q4 		$344K Sell
1,309
-74
-5% -$19.7K 0.01% 642
2025
Q3 		$379K Sell
1,383
-8
-0.6% -$2.17K 0.01% 573
2025
Q2 		$375K Buy
1,391
+270
+24% +$68.6K 0.01% 553
2025
Q1 		$284K Buy
+1,121
New +$283K 0.01% 544

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

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

Modern Wealth Management increased its Ecolab (ECL) stake by 16% in Q2 2026, buying an estimated $60.6K and bringing the position to 1,679 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #734.

Modern Wealth Management first reported a position in ECL in Q1 2025 and has held it in 6 quarters since. 1,700 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Modern Wealth Management held 1,679 shares of Ecolab worth $468K as of Q2 2026.
  • Modern Wealth Management bought 230 Ecolab shares in Q2 2026, an estimated $60.6K.
  • Ecolab made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #734 holding.
  • Modern Wealth Management first reported a position in Ecolab in Q1 2025 and has held it in 6 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.