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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
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 $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

Legacy Financial Advisors's ECL Position: Q1 2026 in Review

Legacy Financial Advisors increased its Ecolab (ECL) stake by 4.6% in Q1 2026, buying an estimated $18.9K and bringing the position to 1,534 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #266.

Legacy Financial Advisors first reported a position in ECL in Q4 2017 and has held it in 15 quarters since. 1,693 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

  • Legacy Financial Advisors held 1,534 shares of Ecolab worth $408K as of Q1 2026.
  • Legacy Financial Advisors bought 67 Ecolab shares in Q1 2026, an estimated $18.9K.
  • Ecolab made up 0.06% of Legacy Financial Advisors's portfolio in Q1 2026, its #266 holding.
  • Legacy Financial Advisors first reported a position in Ecolab in Q4 2017 and has held it in 15 quarters since.
  • 1,693 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.