Heritage Wealth Advisors’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-200
| Closed | -$55.7K | – | 335 |
|
|
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% | 394 |
|
|
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
Heritage Wealth Advisors's ECL Position: Q3 2026 in Review
Heritage Wealth Advisors sold out of Ecolab (ECL) in Q3 2026, closing a stake of 200 shares — an estimated $55.7K sold.
Heritage Wealth Advisors first reported a position in ECL in Q3 2018 and held it in 29 quarters. The position peaked at $1.53M in Q4 2025. 1,454 funds tracked by Wall St. Rank hold ECL as of Q3 2026.
- Heritage Wealth Advisors reported no remaining Ecolab position as of Q3 2026 after selling out during the quarter.
- Heritage Wealth Advisors sold 200 Ecolab shares in Q3 2026, an estimated $55.7K.
- Heritage Wealth Advisors first reported a position in Ecolab in Q3 2018 and held it in 29 quarters.
- Heritage Wealth Advisors's Ecolab position peaked at $1.53M in Q4 2025.
- 1,454 funds tracked by Wall St. Rank held Ecolab as of Q3 2026.
Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.