Exencial Wealth Advisors’s Ecolab ECL Stock Holding History

Exencial 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 Q1	$222K	Buy	+834	New	+$235K	0.01%	537
2022 Q1	–	Sell	-1,273	Closed	-$299K	–	461
2021 Q4	$299K	Buy	1,273 +51	+4%	+$11.5K	0.01%	391
2021 Q3	$255K	Sell	1,222 -1,159	-49%	-$254K	0.01%	294
2021 Q2	$490K	Sell	2,381 -72	-3%	-$15.6K	0.03%	314
2021 Q1	$525K	Buy	2,453 +47	+2%	+$10K	0.03%	273
2020 Q4	$521K	Sell	2,406 -2,150	-47%	-$449K	0.04%	240
2020 Q3	$910K	Buy	4,556 +1,346	+42%	+$269K	0.05%	207
2020 Q2	$639K	Buy	3,210 +1,880	+141%	+$364K	0.06%	207
2020 Q1	$207K	Buy	1,330 +42	+3%	+$7.89K	0.04%	226
2019 Q4	$249K	Buy	1,288 +47	+4%	+$8.92K	0.04%	233
2019 Q3	$246K	Sell	1,241 -219	-15%	-$43.9K	0.05%	218
2019 Q2	$288K	Hold	1,460	–	–	0.07%	180
2019 Q1	$258K	Buy	+1,460	New	+$237K	0.06%	193

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 $3.37T AUM 44.26% 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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Exencial Wealth Advisors's ECL Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Ecolab (ECL) in Q1 2026: 834 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in ECL as recently as Q4 2021.

Exencial Wealth Advisors first reported a position in ECL in Q1 2019 and has held it in 13 quarters since. The position peaked at $910K in Q3 2020. 1,702 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

Exencial Wealth Advisors held 834 shares of Ecolab worth $222K as of Q1 2026.
Ecolab was a new Exencial Wealth Advisors position in Q1 2026.
Ecolab made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #537 holding.
Exencial Wealth Advisors first reported a position in Ecolab in Q1 2019 and has held it in 13 quarters since.
Exencial Wealth Advisors's Ecolab position peaked at $910K in Q3 2020.
1,702 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.