GoalVest Advisory’s Ecolab ECL Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell	-3	Closed	-$761	–	413
2025 Q1	$761	Buy	+3	New	+$756	﹤0.01%	344

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

GoalVest Advisory's ECL Position: Q2 2025 in Review

GoalVest Advisory sold out of Ecolab (ECL) in Q2 2025, closing a stake of 3 shares — an estimated $761 sold.

GoalVest Advisory first reported a position in ECL in Q1 2025 and held it in 1 quarter. The position peaked at $761 in Q1 2025. 1,621 funds tracked by Wall St. Rank hold ECL as of Q2 2025.

GoalVest Advisory reported no remaining Ecolab position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Ecolab shares in Q2 2025, an estimated $761.
GoalVest Advisory first reported a position in Ecolab in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Ecolab position peaked at $761 in Q1 2025.
1,621 funds tracked by Wall St. Rank held Ecolab as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.