EWA
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EverSource Wealth Advisors’s Ecolab ECL Stock Holding History

EverSource Wealth Advisors’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 		$371K Sell
1,330
-678
-34% -$179K 0.01% 700
2026
Q1 		$534K Buy
2,008
+103
+5% +$29.1K 0.02% 580
2025
Q4 		$500K Sell
1,905
-8
-0.4% -$2.13K 0.02% 541
2025
Q3 		$524K Buy
1,913
+8
+0.4% +$2.17K 0.02% 485
2025
Q2 		$513K Buy
1,905
+807
+73% +$205K 0.02% 445
2025
Q1 		$278K Buy
1,098
+404
+58% +$102K 0.02% 545
2024
Q4 		$163K Buy
694
+91
+15% +$22.6K 0.01% 732
2024
Q3 		$154K Buy
603
+50
+9% +$12.2K 0.01% 644
2024
Q2 		$128K Buy
553
+261
+89% +$60.3K 0.01% 712
2024
Q1 		$66K Buy
292
+41
+16% +$8.69K 0.01% 870
2023
Q4 		$49.8K Sell
251
-10
-4% -$1.8K ﹤0.01% 903
2023
Q3 		$44.2K Sell
261
-18
-6% -$3.27K ﹤0.01% 861
2023
Q2 		$52.1K Buy
279
+168
+151% +$28.9K 0.01% 819
2023
Q1 		$18.4K Buy
111
+51
+85% +$7.95K ﹤0.01% 1112
2022
Q4 		$8.73K Sell
60
-98
-62% -$14.4K ﹤0.01% 1378
2022
Q3 		$23K Sell
158
-4
-2% -$649 0.01% 853
2022
Q2 		$25K Buy
162
+19
+13% +$3.15K 0.01% 771
2022
Q1 		$25K Buy
143
+33
+30% +$6.2K 0.01% 618
2021
Q4 		$26K Buy
+110
New +$24.9K 0.01% 581

Other funds holding ECL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EverSource Wealth Advisors's ECL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ecolab (ECL) stake by 34% in Q2 2026, selling an estimated $179K and leaving 1,330 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #700.

EverSource Wealth Advisors first reported a position in ECL in Q4 2021 and has held it in 19 quarters since. The position peaked at $534K in Q1 2026. 1,705 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • EverSource Wealth Advisors held 1,330 shares of Ecolab worth $371K as of Q2 2026.
  • EverSource Wealth Advisors sold 678 Ecolab shares in Q2 2026, an estimated $179K.
  • Ecolab made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #700 holding.
  • EverSource Wealth Advisors first reported a position in Ecolab in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Ecolab position peaked at $534K in Q1 2026.
  • 1,705 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.