LM Advisors’s Ecolab ECL Stock Holding History

LM 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 Q2	–	Sell	-2,154	Closed	-$546K	–	206
2025 Q1	$546K	Buy	+2,154	New	+$543K	0.1%	148
2024 Q1	–	Sell	-823	Closed	-$163K	–	349
2023 Q4	$163K	Buy	+823	New	+$148K	0.03%	207

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

LM Advisors's ECL Position: Q2 2025 in Review

LM Advisors sold out of Ecolab (ECL) in Q2 2025, closing a stake of 2,154 shares — an estimated $546K sold.

LM Advisors first reported a position in ECL in Q4 2023 and held it in 2 quarters. The position peaked at $546K in Q1 2025. 1,621 funds tracked by Wall St. Rank hold ECL as of Q2 2025.

LM Advisors reported no remaining Ecolab position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 2,154 Ecolab shares in Q2 2025, an estimated $546K.
LM Advisors first reported a position in Ecolab in Q4 2023 and held it in 2 quarters.
LM Advisors's Ecolab position peaked at $546K in Q1 2025.
1,621 funds tracked by Wall St. Rank held Ecolab as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.