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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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