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Elevation Wealth Partners’s Ecolab ECL Stock Holding History

Elevation Wealth Partners’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
Q3 		$20.6K Sell
75
-28
-27% -$7.78K 0.01% 672
2026
Q2 		$28.7K Sell
103
-6
-6% -$1.58K 0.01% 469
2026
Q1 		$29K Hold
109
– – 0.01% 313
2025
Q4 		$28.6K Buy
109
+17
+18% +$4.53K 0.01% 310
2025
Q3 		$25.2K Buy
92
+17
+23% +$4.62K 0.01% 309
2025
Q2 		$20.2K Hold
75
– – 0.01% 319
2025
Q1 		$19K Hold
75
– – 0.01% 314
2024
Q4 		$17.6K Hold
75
– – 0.01% 321
2024
Q3 		$19.1K Hold
75
– – 0.01% 302
2024
Q2 		$17.9K Hold
75
– – 0.01% 298
2024
Q1 		$17.3K Hold
75
– – 0.01% 306
2023
Q4 		$12.7K Hold
75
– – 0.01% 312
2023
Q3 		$12.7K Hold
75
– – 0.01% 231
2023
Q2 		$14K Hold
75
– – 0.01% 231
2023
Q1 		$12.4K Buy
+75
New +$11.7K 0.01% 246

Other funds holding ECL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Elevation Wealth Partners's ECL Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Ecolab (ECL) stake by 27% in Q3 2026, selling an estimated $7.78K and leaving 75 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #672.

Elevation Wealth Partners first reported a position in ECL in Q1 2023 and has held it in 15 quarters since. The position peaked at $29K in Q1 2026. 80 funds tracked by Wall St. Rank hold ECL as of Q3 2026.

  • Elevation Wealth Partners held 75 shares of Ecolab worth $20.6K as of Q3 2026.
  • Elevation Wealth Partners sold 28 Ecolab shares in Q3 2026, an estimated $7.78K.
  • Ecolab made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #672 holding.
  • Elevation Wealth Partners first reported a position in Ecolab in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Ecolab position peaked at $29K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Ecolab as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.