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Spartan Planning & Wealth Management’s Ecolab ECL Stock Holding History

Spartan Planning & 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
2025
Q1 		– Sell
-975
Closed -$228K – 71
2024
Q4 		$228K Buy
+975
New +$242K 0.21% 64
2023
Q4 		$308K Buy
1,552
+406
+35% +$73K 0.33% 40
2023
Q3 		$194K Buy
+1,146
New +$208K 0.23% 62

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Spartan Planning & Wealth Management's ECL Position: Q1 2025 in Review

Spartan Planning & Wealth Management sold out of Ecolab (ECL) in Q1 2025, closing a stake of 975 shares — an estimated $228K sold.

Spartan Planning & Wealth Management first reported a position in ECL in Q3 2023 and held it in 3 quarters. The position peaked at $308K in Q4 2023. 1,612 funds tracked by Wall St. Rank hold ECL as of Q1 2025.

  • Spartan Planning & Wealth Management reported no remaining Ecolab position as of Q1 2025 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 975 Ecolab shares in Q1 2025, an estimated $228K.
  • Spartan Planning & Wealth Management first reported a position in Ecolab in Q3 2023 and held it in 3 quarters.
  • Spartan Planning & Wealth Management's Ecolab position peaked at $308K in Q4 2023.
  • 1,612 funds tracked by Wall St. Rank held Ecolab as of Q1 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.