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Heritage Wealth Advisors’s Ecolab ECL Stock Holding History

Heritage 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 		$55.7K Sell
200
-684
-77% -$180K ﹤0.01% 323
2026
Q1 		$235K Sell
884
-4,929
-85% -$1.39M 0.01% 193
2025
Q4 		$1.53M Buy
+5,813
New +$1.55M 0.06% 79
2025
Q1 		– Sell
-124
Closed -$29.1K – 599
2024
Q4 		$29.1K Hold
124
– – ﹤0.01% 360
2024
Q3 		$31.7K Hold
124
– – ﹤0.01% 363
2024
Q2 		$29.5K Hold
124
– – ﹤0.01% 355
2024
Q1 		$28.6K Hold
124
– – ﹤0.01% 374
2023
Q4 		$24.6K Hold
124
– – ﹤0.01% 393
2023
Q3 		$21K Sell
124
-374
-75% -$68K ﹤0.01% 375
2023
Q2 		$93K Sell
498
-300
-38% -$51.6K ﹤0.01% 260
2023
Q1 		$132K Sell
798
-70
-8% -$10.9K 0.01% 236
2022
Q4 		$126K Sell
868
-55
-6% -$8.08K 0.01% 244
2022
Q3 		$133K Sell
923
-70
-7% -$11.4K 0.01% 233
2022
Q2 		$153K Sell
993
-28
-3% -$4.64K 0.01% 226
2022
Q1 		$180K Sell
1,021
-65
-6% -$12.2K 0.01% 202
2021
Q4 		$255K Buy
1,086
+300
+38% +$67.8K 0.01% 179
2021
Q3 		$164K Hold
786
– – 0.01% 212
2021
Q2 		$162K Hold
786
– – 0.01% 217
2021
Q1 		$168K Sell
786
-13
-2% -$2.77K 0.01% 217
2020
Q4 		$173K Hold
799
– – 0.01% 207
2020
Q3 		$160K Hold
799
– – 0.02% 163
2020
Q2 		$159K Hold
799
– – 0.02% 158
2020
Q1 		$125K Sell
799
-37
-4% -$6.95K 0.02% 164
2019
Q4 		$161K Sell
836
-218
-21% -$41.4K 0.02% 187
2019
Q3 		$208K Hold
1,054
– – 0.03% 152
2019
Q2 		$208K Sell
1,054
-87
-8% -$16.2K 0.03% 139
2019
Q1 		$201K Buy
1,141
+225
+25% +$36.5K 0.03% 129
2018
Q4 		$134K Sell
916
-7
-0.8% -$1.07K 0.03% 141
2018
Q3 		$144K Buy
+923
New +$137K 0.03% 135

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

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

Heritage Wealth Advisors reduced its Ecolab (ECL) stake by 77% in Q2 2026, selling an estimated $180K and leaving 200 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Heritage Wealth Advisors first reported a position in ECL in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.53M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Heritage Wealth Advisors held 200 shares of Ecolab worth $55.7K as of Q2 2026.
  • Heritage Wealth Advisors sold 684 Ecolab shares in Q2 2026, an estimated $180K.
  • Ecolab made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #323 holding.
  • Heritage Wealth Advisors first reported a position in Ecolab in Q3 2018 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's Ecolab position peaked at $1.53M in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.