Beacon Financial Planning’s Ecolab ECL Stock Holding History

Beacon Financial Planning’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
2026 Q2	$270K	Buy	968 +1	+0.1%	+$263	0.09%	72
2026 Q1	$257K	Sell	967 -61	-6%	-$17.2K	0.1%	68
2025 Q4	$270K	Sell	1,028 -3	-0.3%	-$799	0.13%	48
2025 Q3	$282K	Buy	1,031 +6	+0.6%	+$1.63K	0.15%	48
2025 Q2	$276K	Sell	1,025 -116	-10%	-$29.5K	0.15%	46
2025 Q1	$289K	Hold	1,141	–	–	0.17%	44
2024 Q4	$267K	Hold	1,141	–	–	0.16%	46
2024 Q3	$291K	Hold	1,141	–	–	0.18%	39
2024 Q2	$272K	Hold	1,141	–	–	0.18%	32
2024 Q1	$263K	Hold	1,141	–	–	0.18%	33
2023 Q4	$226K	Buy	+1,141	New	+$205K	0.18%	34
2023 Q3	–	Sell	-1,178	Closed	-$220K	–	33
2023 Q2	$220K	Buy	+1,178	New	+$203K	0.19%	29

Other funds holding ECL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Financial Planning's ECL Position: Q2 2026 in Review

Beacon Financial Planning increased its Ecolab (ECL) stake by 0.1% in Q2 2026, buying an estimated $263 and bringing the position to 968 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #72.

Beacon Financial Planning first reported a position in ECL in Q2 2023 and has held it in 12 quarters since. The position peaked at $291K in Q3 2024. 1,715 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

Beacon Financial Planning held 968 shares of Ecolab worth $270K as of Q2 2026.
Beacon Financial Planning bought 1 Ecolab share in Q2 2026, an estimated $263.
Ecolab made up 0.09% of Beacon Financial Planning's portfolio in Q2 2026, its #72 holding.
Beacon Financial Planning first reported a position in Ecolab in Q2 2023 and has held it in 12 quarters since.
Beacon Financial Planning's Ecolab position peaked at $291K in Q3 2024.
1,715 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.