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Legacy Financial Advisors’s Ecolab ECL Stock Holding History

Legacy Financial 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 		$385K Sell
1,381
-153
-10% -$40.3K 0.05% 297
2026
Q1 		$408K Buy
1,534
+67
+5% +$18.9K 0.06% 266
2025
Q4 		$385K Buy
1,467
+233
+19% +$62.1K 0.05% 268
2025
Q3 		$338K Buy
1,234
+28
+2% +$7.61K 0.05% 298
2025
Q2 		$325K Buy
1,206
+36
+3% +$9.15K 0.05% 261
2025
Q1 		$297K Buy
1,170
+43
+4% +$10.8K 0.05% 274
2024
Q4 		$264K Buy
1,127
+15
+1% +$3.73K 0.04% 294
2024
Q3 		$284K Buy
1,112
+86
+8% +$21K 0.05% 283
2024
Q2 		$244K Buy
1,026
+29
+3% +$6.7K 0.04% 292
2024
Q1 		$230K Buy
+997
New +$211K 0.04% 292
2019
Q2 		– Sell
-335
Closed -$59K – 335
2019
Q1 		$59K Buy
335
+256
+324% +$41.6K 0.02% 249
2018
Q4 		$12K Sell
79
-3
-4% -$458 ﹤0.01% 517
2018
Q3 		$12K Hold
82
– – ﹤0.01% 468
2018
Q2 		$12K Buy
82
+21
+34% +$3.03K ﹤0.01% 471
2018
Q1 		$8K Buy
61
+44
+259% +$5.92K ﹤0.01% 528
2017
Q4 		$2K Buy
+17
New +$2.26K ﹤0.01% 740

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

Legacy Financial Advisors's ECL Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Ecolab (ECL) stake by 10% in Q2 2026, selling an estimated $40.3K and leaving 1,381 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #297.

Legacy Financial Advisors first reported a position in ECL in Q4 2017 and has held it in 16 quarters since. The position peaked at $408K in Q1 2026. 1,714 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Legacy Financial Advisors held 1,381 shares of Ecolab worth $385K as of Q2 2026.
  • Legacy Financial Advisors sold 153 Ecolab shares in Q2 2026, an estimated $40.3K.
  • Ecolab made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #297 holding.
  • Legacy Financial Advisors first reported a position in Ecolab in Q4 2017 and has held it in 16 quarters since.
  • Legacy Financial Advisors's Ecolab position peaked at $408K in Q1 2026.
  • 1,714 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.