Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Ecolab Inc. (ECL)
← All ECL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 58,860 0.31 Reduce 1.83% <0.01 $252.66–309.27 · VW $274.18i $15,657,937 SEC
2025   Q4 59,960 0.25 Reduce 10.49% 0.02 $251.74–285.00 · VW $272.91i $15,740,699 SEC
2025   Q3 66,986 0.23 Reduce 1.47% <0.01 $255.16–286.04 · VW $265.87i $18,344,786 SEC
2025   Q2 67,986 0.21 Reduce 1.45% <0.01 $248.58–274.17 · VW $261.50i $18,318,148 SEC
2025   Q1 68,986 0.19 Reduce 0.90% <0.01 $221.62–273.69 · VW $248.91i $17,489,331 SEC
2024   Q4 69,614 0.15 Reduce 1.07% <0.01 $227.63–253.87 · VW $243.90i $16,311,952 SEC
2024   Q3 70,364 0.15 Reduce 0.09% <0.01 $230.77–262.61 · VW $246.37i $17,966,040 SEC
2024   Q2 70,426 0.14 $238.00 $16,761,388 SEC
2024   Q1 70,426 0.12 Reduce 0.63% <0.01 $195.49–231.86 · VW $217.83i $16,261,363 SEC
2023   Q4 70,871 0.11 Reduce 0.86% <0.01 $165.39–202.48 · VW $188.70i $14,057,263 SEC
2023   Q3 71,486 0.10 Reduce 0.53% <0.01 $156.72–189.32 · VW $171.26i $12,109,728 SEC
2023   Q2 71,866 0.10 Reduce 1.64% <0.01 $164.01–191.41 · VW $179.52i $13,416,664 SEC
2023   Q1 73,066 0.09 Reduce 0.91% <0.01 $143.91–168.26 · VW $160.00i $11,930,216 SEC
2022   Q4 73,740 0.08 Reduce 0.05% $131.04–157.18 · VW $147.68i $10,733,594 SEC
2022   Q3 73,780 0.09 Reduce 0.53% <0.01 $136.94–178.06 · VW $157.36i $10,655,000 SEC
2022   Q2 74,170 0.09 Reduce 0.63% <0.01 $143.82–174.62 · VW $161.20i $11,404,000 SEC
2022   Q1 74,637 0.10 Reduce 0.42% <0.01 $154.85–193.42 · VW $172.54i $13,178,000 SEC
2021   Q4 74,952 0.12 Reduce 0.25% <0.01 $180.37–238.93 · VW $202.92i $17,583,000 SEC
2021   Q3 75,137 0.12 $208.62 $15,675,000 SEC
2021   Q2 75,137 0.12 Reduce 0.76% <0.01 $204.28–230.00 · VW $218.37i $15,476,000 SEC
2021   Q1 75,716 0.13 Reduce 0.33% <0.01 $201.15–229.05 · VW $218.11i $16,209,000 SEC
2020   Q4 75,966 0.14 Reduce 0.03% $186.59–227.97 · VW $206.36i $16,436,000 SEC
2020   Q3 75,992 0.13 Reduce 2.01% <0.01 $181.25–209.67 · VW $191.50i $15,186,000 SEC
2020   Q2 77,552 0.15 Reduce 63.22% 0.23 $183.28–231.36 · VW $200.57i $15,429,000 SEC
2020   Q1 210,852 0.37 Reduce 75.82% 1.27 $124.60–211.24 · VW $176.45i $32,857,000 SEC
2019   Q4 872,138 1.67 Reduce 34.47% 0.97 $181.43–199.68 · VW $192.41i $168,314,000 SEC
2019   Q3 1,330,906 2.82 Reduce 32.09% 1.42 $185.06–209.87 · VW $195.67i $263,573,000 SEC
2019   Q2 1,959,938 4.42 Reduce 16.55% 0.82 $177.48–209.24 · VW $196.15i $386,970,000 SEC
2019   Q1 2,348,752 4.94 Add 0.08% <0.01 $157.11–186.34 · VW $175.84i $414,649,000 SEC
2018   Q4 2,346,871 4.89 Reduce 9.06% 0.46 $135.77–162.91 · VW $152.28i $345,811,000 SEC
2018   Q3 2,580,766 5.05 Reduce 0.48% 0.02 $137.70–159.92 · VW $150.26i $404,612,000 SEC
2018   Q2 2,593,226 4.89 Reduce 8.23% 0.42 $136.00–148.64 · VW $141.78i $363,907,000 SEC
2018   Q1 2,825,776 5.06 Add 11.47% 0.52 $125.74–150.46 · VW $140.32i $387,329,000 SEC
2017   Q4 2,534,985 4.34 Add 0.53% 0.02 $129.16–140.50 · VW $135.78i $340,144,000 SEC
2017   Q3 2,521,580 4.38 Reduce 0.74% 0.03 $127.18–134.87 · VW $130.90i $324,300,000 SEC
2017   Q2 2,540,440 4.62 Reduce 2.64% 0.12 $125.05–134.89 · VW $130.54i $337,243,000 SEC
2017   Q1 2,609,395 4.58 Reduce 0.17% <0.01 $119.09–129.49 · VW $125.89i $327,062,000 SEC
2016   Q4 2,613,765 4.49 Reduce 0.22% 0.01 $110.65–122.64 · VW $117.81i $306,386,000 SEC
2016   Q3 2,619,650 4.77 Reduce 0.29% 0.01 $114.00–124.60 · VW $117.59i $318,864,000 SEC
2016   Q2 2,627,176 4.83 Reduce 0.71% 0.03 $112.30–121.81 · VW $117.50i $311,583,000 SEC
2016   Q1 2,645,991 4.71 Add 0.47% 0.02 $98.62–116.90 · VW $110.17i $295,081,000 SEC
2015   Q4 2,633,631 5.05 Add 1.35% 0.07 $99.99–122.48 · VW $110.11i $301,235,000 SEC
2015   Q3 2,598,511 5.02 Add 0.46% 0.02 $103.09–122.30 · VW $115.25i $285,109,000 SEC
2015   Q2 2,586,581 4.67 Reduce 0.05% <0.01 $107.72–118.27 · VW $113.93i $292,465,000 SEC
2015   Q1 2,587,908 4.52 Add 0.03% <0.01 $101.57–117.31 · VW $110.29i $296,005,000 SEC
2014   Q4 2,587,231 4.18 Add 24.47% 0.82 $97.78–115.19 · VW $105.58i $270,417,000 SEC
2014   Q3 2,078,581 3.79 Reduce 14.01% 0.57 $103.40–118.46 · VW $111.03i $238,683,000 SEC
2014   Q2 2,417,220 4.05 Reduce 3.32% 0.13 $103.91–112.27 · VW $108.24i $269,133,000 SEC
2014   Q1 2,500,130 3.89 Add 30.76% 0.92 $97.65–111.83 · VW $104.71i $269,989,000 SEC
2013   Q4 1,911,965 2.83 Reduce 1.15% 0.03 $97.94–108.14 · VW $102.21i $199,361,000 SEC
2013   Q3 1,934,293 2.96 Add 36.90% 0.80 $90.18–108.34 · VW $101.51i $191,031,000 SEC
2013   Q2 1,412,898 1.97 Add 1.73% 0.03 $82.58–95.19 · VW $89.97i $120,365,000 SEC
2013   Q1 1,388,817 1.86 Add 3.59% 0.06 $72.03–84.70 · VW $80.45i $111,355,000 SEC
2012   Q4 1,340,684 1.80 Reduce 2.65% 0.04 $67.97–74.74 · VW $71.70i $96,395,000 SEC
2012   Q3 1,377,166 1.60 Add 1.51% 0.02 $62.98–70.75 · VW $67.78i $89,254,000 SEC
2012   Q2 1,356,638 1.69 Add 1.32% 0.02 $61.45–68.96 · VW $65.29i $92,970,000 SEC
2012   Q1 1,338,957 1.43 Reduce 0.54% <0.01 $58.75–64.14 · VW $62.19i $82,640,000 SEC
2011   Q4 1,346,287 1.46 Reduce 15.00% 0.12 $52.21–61.42 · VW $58.02i $77,828,000 SEC
2011   Q3 1,583,867 0.79 Reduce 9.99% 0.17 $43.81–55.60 · VW $51.08i $77,435,000 SEC
2011   Q2 1,759,567 1.73 Reduce 0.65% 0.01 $49.49–57.19 · VW $52.23i $99,204,000 SEC
2011   Q1 1,771,095 1.66 Add 1.24% 0.02 $46.80–53.00 · VW $50.85i $90,361,000 SEC
2010   Q4 1,749,336 1.84 Add 1.83% 0.03 $46.64–50.90 · VW $49.08i $88,202,000 SEC
2010   Q3 1,717,878 1.08 Reduce 0.38% <0.01 $46.07–52.46 · VW $49.28i $87,165,000 SEC
2010   Q2 1,724,368 1.10 Reduce 2.16% 0.02 $44.52–49.77 · VW $47.73i $77,441,000 SEC
2010   Q1 1,762,378 1.08 Add 7.23% 0.07 $40.66–49.16 · VW $46.22i $77,457,000 SEC
2009   Q4 1,643,548 2.32 Add 0.42% <0.01 $43.39–47.40 · VW $44.90i $73,269,000 SEC
2009   Q3 1,636,688 1.36 Add 2.51% 0.03 $41.09–47.88 · VW $44.31i $75,664,000 SEC
2009   Q2 1,596,688 1.31 Add 2.10% 0.03 $36.01–41.84 · VW $39.79i $62,255,000 SEC
2009   Q1 1,563,795 1.27 Add 3.24% 0.04 $29.27–39.55 · VW $35.79i $54,311,000 SEC
2008   Q4 1,514,785 1.12 Reduce 0.62% <0.01 $29.56–39.31 · VW $34.28i $53,245,000 SEC
2008   Q3 1,524,235 1.24 Add 0.08% <0.01 $34.29–52.16 · VW $41.24i $73,956,000 SEC
2008   Q2 1,523,035 1.26 Reduce 3.33% 0.04 $42.00–46.87 · VW $44.52i $65,475,000 SEC
2008   Q1 1,575,485 1.24 Reduce 26.31% 0.47 $42.52–51.00 · VW $46.49i $68,423,000 SEC
2007   Q4 2,138,025 1.79 Add 2.56% 0.04 $44.12–52.78 · VW $48.35i $109,488,000 SEC
2007   Q3 2,084,675 1.61 Add 3.59% 0.06 $39.01–48.37 · VW $44.85i $98,397,000 SEC
2007   Q2 2,012,515 1.50 Add 2.74% 0.04 $41.12–44.74 · VW $42.66i $85,934,000 SEC
2007   Q1 1,958,925 1.55 Add 0.75% 0.01 $37.01–44.91 · VW $41.64i $84,234,000 SEC
2006   Q4 1,944,285 3.26 Add 1.76% 0.06 $42.77–46.40 · VW $44.36i $87,882,000 SEC
2006   Q3 1,910,625 3.36 Add 1.24% 0.04 $39.89–45.65 · VW $43.63i $81,813,000 SEC
2006   Q2 1,887,275 3.32 Reduce 4.08% 0.12 $37.00–43.40 · VW $41.16i $76,586,000 SEC
2006   Q1 1,967,450 3.03 Reduce 2.66% 0.07 $33.64–40.50 · VW $37.31i $75,157,000 SEC
2005   Q4 2,021,165 2.71 Buy 2.71 $32.42–37.15 · VW $35.13i $73,308,000 SEC
Price snapshot:
Current price$271.85
Avg. buy price$83.29
+/- since buy226.39%
52-week low$242.49
52-week high$307.61