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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Beacon Financial Planning's ECL Position: Q1 2026 in Review

Beacon Financial Planning reduced its Ecolab (ECL) stake by 5.9% in Q1 2026, selling an estimated $17.2K and leaving 967 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #68.

Beacon Financial Planning first reported a position in ECL in Q2 2023 and has held it in 11 quarters since. The position peaked at $291K in Q3 2024. 1,694 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

Beacon Financial Planning held 967 shares of Ecolab worth $257K as of Q1 2026.
Beacon Financial Planning sold 61 Ecolab shares in Q1 2026, an estimated $17.2K.
Ecolab made up 0.1% of Beacon Financial Planning's portfolio in Q1 2026, its #68 holding.
Beacon Financial Planning first reported a position in Ecolab in Q2 2023 and has held it in 11 quarters since.
Beacon Financial Planning's Ecolab position peaked at $291K in Q3 2024.
1,694 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.