EFG
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Everhart Financial Group’s Ecolab ECL Stock Holding History

Everhart Financial Group’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 		$840K Sell
3,014
-555
-16% -$146K 0.05% 203
2026
Q1 		$949K Buy
3,569
+95
+3% +$26.8K 0.08% 185
2025
Q4 		$912K Buy
3,474
+35
+1% +$9.32K 0.08% 170
2025
Q3 		$942K Buy
3,439
+542
+19% +$147K 0.09% 149
2025
Q2 		$781K Buy
2,897
+963
+50% +$245K 0.09% 156
2025
Q1 		$490K Buy
1,934
+264
+16% +$66.5K 0.07% 210
2024
Q4 		$391K Buy
1,670
+3
+0.2% +$746 0.08% 226
2024
Q3 		$426K Buy
1,667
+248
+17% +$60.7K 0.09% 213
2024
Q2 		$338K Buy
1,419
+279
+24% +$64.5K 0.09% 211
2024
Q1 		$263K Buy
+1,140
New +$242K 0.08% 231

Other funds holding ECL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Everhart Financial Group's ECL Position: Q2 2026 in Review

Everhart Financial Group reduced its Ecolab (ECL) stake by 16% in Q2 2026, selling an estimated $146K and leaving 3,014 shares worth $840K. The position accounts for 0.05% of the portfolio, ranked #203.

Everhart Financial Group first reported a position in ECL in Q1 2024 and has held it in 10 quarters since. The position peaked at $949K in Q1 2026. 309 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Everhart Financial Group held 3,014 shares of Ecolab worth $840K as of Q2 2026.
  • Everhart Financial Group sold 555 Ecolab shares in Q2 2026, an estimated $146K.
  • Ecolab made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #203 holding.
  • Everhart Financial Group first reported a position in Ecolab in Q1 2024 and has held it in 10 quarters since.
  • Everhart Financial Group's Ecolab position peaked at $949K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.