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WR Wealth Planners’s Ecolab ECL Stock Holding History

WR Wealth Planners’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
2024
Q4 		$19K Hold
81
– – 0.01% 474
2024
Q3 		$20.7K Sell
81
-44
-35% -$10.8K 0.01% 475
2024
Q2 		$29.8K Buy
125
+15
+14% +$3.47K 0.01% 391
2024
Q1 		$25.4K Buy
+110
New +$23.3K 0.01% 417
2023
Q4 		– Sell
-50
Closed -$8.47K – 369
2023
Q3 		$8.47K Buy
+50
New +$9.09K ﹤0.01% 604

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $105B AUM 38.07% 1-Year Est. Return

WR Wealth Planners's ECL Position: Q4 2024 in Review

WR Wealth Planners held its Ecolab (ECL) position steady in Q4 2024 at 81 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #474.

WR Wealth Planners first reported a position in ECL in Q3 2023 and has held it in 5 quarters since. The position peaked at $29.8K in Q2 2024. 1,560 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

  • WR Wealth Planners held 81 shares of Ecolab worth $19K as of Q4 2024.
  • WR Wealth Planners left its Ecolab share count unchanged in Q4 2024.
  • Ecolab made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #474 holding.
  • WR Wealth Planners first reported a position in Ecolab in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Ecolab position peaked at $29.8K in Q2 2024.
  • 1,560 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.