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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its Ecolab (ECL) stake by 85% in Q1 2026, selling an estimated $1.39M and leaving 884 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #193.

Heritage Wealth Advisors first reported a position in ECL in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.53M in Q4 2025. 1,691 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

  • Heritage Wealth Advisors held 884 shares of Ecolab worth $235K as of Q1 2026.
  • Heritage Wealth Advisors sold 4,929 Ecolab shares in Q1 2026, an estimated $1.39M.
  • Ecolab made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • Heritage Wealth Advisors first reported a position in Ecolab in Q3 2018 and has held it in 28 quarters since.
  • Heritage Wealth Advisors's Ecolab position peaked at $1.53M in Q4 2025.
  • 1,691 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.