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Mark Sheptoff Financial Planning’s Ecolab ECL Stock Holding History

Mark Sheptoff Financial Planning’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 		$11.6K Hold
45
– – 0.01% 324
2025
Q4 		$11.8K Hold
45
– – 0.01% 335
2025
Q3 		$12.3K Hold
45
– – 0.01% 322
2025
Q2 		$12.1K Hold
45
– – 0.01% 323
2025
Q1 		$11.4K Hold
45
– – 0.01% 306
2024
Q4 		$10.5K Hold
45
– – 0.01% 312
2024
Q3 		$11.5K Hold
45
– – 0.01% 297
2024
Q2 		$10.7K Buy
+45
New +$10.4K 0.01% 308
2016
Q1 		– Sell
-101
Closed -$12K – 367
2015
Q4 		$12K Hold
101
– – 0.01% 256
2015
Q3 		$11K Buy
+101
New +$11.3K 0.01% 244

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

Mark Sheptoff Financial Planning's ECL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Ecolab (ECL) position steady in Q1 2026 at 45 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #324.

Mark Sheptoff Financial Planning first reported a position in ECL in Q3 2015 and has held it in 10 quarters since. The position peaked at $12.3K in Q3 2025. 1,692 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 45 shares of Ecolab worth $11.6K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Ecolab share count unchanged in Q1 2026.
  • Ecolab made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #324 holding.
  • Mark Sheptoff Financial Planning first reported a position in Ecolab in Q3 2015 and has held it in 10 quarters since.
  • Mark Sheptoff Financial Planning's Ecolab position peaked at $12.3K in Q3 2025.
  • 1,692 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.