Montag & Associates’s Ecolab ECL Stock Holding History

Montag & Associates’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	$483K	Buy	1,809 +500	+38%	+$141K	0.02%	316
2025 Q4	$345K	Buy	1,309 +114	+10%	+$30.4K	0.02%	341
2025 Q3	$328K	Hold	1,195	–	–	0.02%	351
2025 Q2	$323K	Sell	1,195 -256	-18%	-$65.1K	0.02%	348
2025 Q1	$369K	Hold	1,451	–	–	0.02%	338
2024 Q4	$341K	Hold	1,451	–	–	0.02%	362
2024 Q3	$371K	Hold	1,451	–	–	0.02%	361
2024 Q2	$346K	Hold	1,451	–	–	0.02%	348
2024 Q1	$336K	Hold	1,451	–	–	0.02%	358
2023 Q4	$289K	Hold	1,451	–	–	0.02%	358
2023 Q3	$247K	Hold	1,451	–	–	0.02%	359
2023 Q2	$272K	Sell	1,451 -162	-10%	-$27.9K	0.02%	356
2023 Q1	$268K	Hold	1,613	–	–	0.02%	348
2022 Q4	$236K	Buy	1,613 +24	+2%	+$3.53K	0.02%	344
2022 Q3	$230K	Hold	1,589	–	–	0.02%	337
2022 Q2	$245K	Sell	1,589 -37	-2%	-$6.14K	0.02%	339
2022 Q1	$287K	Hold	1,626	–	–	0.02%	351
2021 Q4	$382K	Buy	1,626 +36	+2%	+$8.14K	0.02%	321
2021 Q3	$332K	Hold	1,590	–	–	0.02%	332
2021 Q2	$328K	Hold	1,590	–	–	0.02%	335
2021 Q1	$340K	Hold	1,590	–	–	0.02%	326
2020 Q4	$344K	Buy	+1,590	New	+$332K	0.02%	304

Other funds holding ECL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Montag & Associates's ECL Position: Q1 2026 in Review

Montag & Associates increased its Ecolab (ECL) stake by 38% in Q1 2026, buying an estimated $141K and bringing the position to 1,809 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #316.

Montag & Associates first reported a position in ECL in Q4 2020 and has held it in 22 quarters since. 1,692 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

Montag & Associates held 1,809 shares of Ecolab worth $483K as of Q1 2026.
Montag & Associates bought 500 Ecolab shares in Q1 2026, an estimated $141K.
Ecolab made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #316 holding.
Montag & Associates first reported a position in Ecolab in Q4 2020 and has held it in 22 quarters since.
1,692 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.