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IVC Wealth Advisors’s Ecolab ECL Stock Holding History

IVC 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
2025
Q3 		– Sell
-755
Closed -$204K – 185
2025
Q2 		$204K Buy
+755
New +$192K 0.1% 168
2024
Q4 		– Sell
-814
Closed -$208K – 157
2024
Q3 		$208K Buy
+814
New +$199K 0.11% 155
2021
Q1 		– Sell
-1,170
Closed -$253K – 128
2020
Q4 		$253K Buy
+1,170
New +$244K 0.24% 98

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IVC Wealth Advisors's ECL Position: Q3 2025 in Review

IVC Wealth Advisors sold out of Ecolab (ECL) in Q3 2025, closing a stake of 755 shares — an estimated $204K sold.

IVC Wealth Advisors first reported a position in ECL in Q4 2020 and held it in 3 quarters. The position peaked at $253K in Q4 2020. 1,618 funds tracked by Wall St. Rank hold ECL as of Q3 2025.

  • IVC Wealth Advisors reported no remaining Ecolab position as of Q3 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 755 Ecolab shares in Q3 2025, an estimated $204K.
  • IVC Wealth Advisors first reported a position in Ecolab in Q4 2020 and held it in 3 quarters.
  • IVC Wealth Advisors's Ecolab position peaked at $253K in Q4 2020.
  • 1,618 funds tracked by Wall St. Rank held Ecolab as of Q3 2025.

Based on IVC Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.