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ORBA Wealth Advisors’s Ecolab ECL Stock Holding History

ORBA 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
Q2 		– Sell
-2,205
Closed -$559K – 84
2025
Q1 		$559K Hold
2,205
– – 0.28% 59
2024
Q4 		$517K Hold
2,205
– – 0.27% 62
2024
Q3 		$563K Hold
2,205
– – 0.28% 58
2024
Q2 		$525K Buy
2,205
+5
+0.2% +$1.16K 0.27% 60
2024
Q1 		$508K Hold
2,200
– – 0.28% 54
2023
Q4 		$436K Buy
+2,200
New +$396K 0.26% 59

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ORBA Wealth Advisors's ECL Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of Ecolab (ECL) in Q2 2025, closing a stake of 2,205 shares — an estimated $559K sold.

ORBA Wealth Advisors first reported a position in ECL in Q4 2023 and held it in 6 quarters. The position peaked at $563K in Q3 2024. 1,621 funds tracked by Wall St. Rank hold ECL as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining Ecolab position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 2,205 Ecolab shares in Q2 2025, an estimated $559K.
  • ORBA Wealth Advisors first reported a position in Ecolab in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's Ecolab position peaked at $563K in Q3 2024.
  • 1,621 funds tracked by Wall St. Rank held Ecolab as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.