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Atria Wealth Solutions’s Ecolab ECL Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.53M Sell
9,369
-6,929
-43% -$1.76M 0.06% 355
2025
Q1 		$4.14M Buy
16,298
+3,294
+25% +$830K 0.05% 399
2024
Q4 		$3.05M Buy
13,004
+830
+7% +$206K 0.03% 503
2024
Q3 		$3.11M Sell
12,174
-773
-6% -$189K 0.03% 486
2024
Q2 		$3.09M Buy
12,947
+683
+6% +$158K 0.03% 481
2024
Q1 		$2.84M Sell
12,264
-4,613
-27% -$978K 0.03% 512
2023
Q4 		$3.35M Buy
16,877
+352
+2% +$63.3K 0.04% 427
2023
Q3 		$2.81M Buy
16,525
+688
+4% +$125K 0.04% 459
2023
Q2 		$2.96M Buy
15,837
+2,977
+23% +$512K 0.04% 443
2023
Q1 		$2.14M Buy
12,860
+735
+6% +$115K 0.03% 516
2022
Q4 		$1.77M Sell
12,125
-137
-1% -$20.1K 0.03% 558
2022
Q3 		$1.78M Buy
12,262
+10,797
+737% +$1.75M 0.03% 527
2022
Q2 		$226K Sell
1,465
-1,411
-49% -$234K ﹤0.01% 1376
2022
Q1 		$508K Buy
+2,876
New +$540K 0.01% 1061

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atria Wealth Solutions's ECL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Ecolab (ECL) stake by 43% in Q2 2025, selling an estimated $1.76M and leaving 9,369 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #355.

Atria Wealth Solutions first reported a position in ECL in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.14M in Q1 2025. 1,623 funds tracked by Wall St. Rank hold ECL as of Q2 2025.

  • Atria Wealth Solutions held 9,369 shares of Ecolab worth $2.53M as of Q2 2025.
  • Atria Wealth Solutions sold 6,929 Ecolab shares in Q2 2025, an estimated $1.76M.
  • Ecolab made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #355 holding.
  • Atria Wealth Solutions first reported a position in Ecolab in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Ecolab position peaked at $4.14M in Q1 2025.
  • 1,623 funds tracked by Wall St. Rank held Ecolab as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.