Polen Capital Management
CECO icon

Polen Capital Management’s Ceco Environmental CECO Stock Holding History

Polen Capital Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Sell
137,977
-5,254
-4% -$415K 0.11% 39
2026
Q1 		$8.53M Buy
143,231
+73,456
+105% +$4.73M 0.06% 40
2025
Q4 		$4.18M Buy
69,775
+9,552
+16% +$511K 0.02% 63
2025
Q3 		$3.08M Buy
60,223
+41,906
+229% +$1.77M 0.01% 78
2025
Q2 		$519K Buy
+18,317
New +$456K ﹤0.01% 191

Other funds holding CECO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management's CECO Position: Q2 2026 in Review

Polen Capital Management reduced its Ceco Environmental (CECO) stake by 3.7% in Q2 2026, selling an estimated $415K and leaving 137,977 shares worth $12.5M. The position accounts for 0.11% of the portfolio, ranked #39.

Polen Capital Management first reported a position in CECO in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

  • Polen Capital Management held 137,977 shares of Ceco Environmental worth $12.5M as of Q2 2026.
  • Polen Capital Management sold 5,254 Ceco Environmental shares in Q2 2026, an estimated $415K.
  • Ceco Environmental made up 0.11% of Polen Capital Management's portfolio in Q2 2026, its #39 holding.
  • Polen Capital Management first reported a position in Ceco Environmental in Q2 2025 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.