Monterey Private Wealth’s Ecolab ECL Stock Holding History

Monterey Private Wealth’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
2025 Q1	$369K	Hold	1,455	–	–	0.11%	83
2024 Q4	$341K	Hold	1,455	–	–	0.11%	87
2024 Q3	$372K	Hold	1,455	–	–	0.13%	75
2024 Q2	$346K	Buy	1,455 +84	+6%	+$19.4K	0.13%	76
2024 Q1	$317K	Buy	1,371 +4	+0.3%	+$848	0.13%	81
2023 Q4	$271K	Hold	1,367	–	–	0.12%	83
2023 Q3	$232K	Hold	1,367	–	–	0.12%	87
2023 Q2	$255K	Hold	1,367	–	–	0.12%	84
2023 Q1	$226K	Buy	+1,367	New	+$213K	0.12%	92
2022 Q3	–	Sell	-1,332	Closed	-$205K	–	102
2022 Q2	$205K	Hold	1,332	–	–	0.12%	96
2022 Q1	$240K	Sell	1,332 -41	-3%	-$7.7K	0.12%	105
2021 Q4	$322K	Hold	1,373	–	–	0.16%	79
2021 Q3	$294K	Hold	1,373	–	–	0.17%	76
2021 Q2	$283K	Buy	1,373 +41	+3%	+$8.91K	0.16%	80
2021 Q1	$302K	Hold	1,332	–	–	0.17%	70
2020 Q4	$288K	Hold	1,332	–	–	0.17%	66
2020 Q3	$266K	Hold	1,332	–	–	0.17%	66
2020 Q2	$265K	Hold	1,332	–	–	0.19%	59
2020 Q1	$208K	Sell	1,332 -18	-1%	-$3.38K	0.18%	60
2019 Q4	$261K	Buy	+1,350	New	+$256K	0.21%	63

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Monterey Private Wealth's ECL Position: Q1 2025 in Review

Monterey Private Wealth held its Ecolab (ECL) position steady in Q1 2025 at 1,455 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #83.

Monterey Private Wealth first reported a position in ECL in Q4 2019 and has held it in 20 quarters since. The position peaked at $372K in Q3 2024. 1,612 funds tracked by Wall St. Rank hold ECL as of Q1 2025.

Monterey Private Wealth held 1,455 shares of Ecolab worth $369K as of Q1 2025.
Monterey Private Wealth left its Ecolab share count unchanged in Q1 2025.
Ecolab made up 0.11% of Monterey Private Wealth's portfolio in Q1 2025, its #83 holding.
Monterey Private Wealth first reported a position in Ecolab in Q4 2019 and has held it in 20 quarters since.
Monterey Private Wealth's Ecolab position peaked at $372K in Q3 2024.
1,612 funds tracked by Wall St. Rank held Ecolab as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.