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Oxford Financial Group’s Ecolab ECL Stock Holding History

Oxford Financial Group’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
-1,193
Closed -$302K – 264
2025
Q1 		$302K Sell
1,193
-93
-7% -$23.4K 0.02% 172
2024
Q4 		$301K Sell
1,286
-34
-3% -$8.45K 0.02% 203
2024
Q3 		$337K Sell
1,320
-308
-19% -$75.4K 0.02% 189
2024
Q2 		$387K Buy
1,628
+472
+41% +$109K 0.03% 182
2024
Q1 		$267K Sell
1,156
-571
-33% -$121K 0.02% 196
2023
Q4 		$343K Sell
1,727
-113
-6% -$20.3K 0.03% 169
2023
Q3 		$312K Sell
1,840
-360
-16% -$65.5K 0.03% 166
2023
Q2 		$411K Buy
+2,200
New +$379K 0.04% 149

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 $134M AUM 21.11% 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

Oxford Financial Group's ECL Position: Q2 2025 in Review

Oxford Financial Group sold out of Ecolab (ECL) in Q2 2025, closing a stake of 1,193 shares — an estimated $302K sold.

Oxford Financial Group first reported a position in ECL in Q2 2023 and held it in 8 quarters. The position peaked at $411K in Q2 2023. 1,621 funds tracked by Wall St. Rank hold ECL as of Q2 2025.

  • Oxford Financial Group reported no remaining Ecolab position as of Q2 2025 after selling out during the quarter.
  • Oxford Financial Group sold 1,193 Ecolab shares in Q2 2025, an estimated $302K.
  • Oxford Financial Group first reported a position in Ecolab in Q2 2023 and held it in 8 quarters.
  • Oxford Financial Group's Ecolab position peaked at $411K in Q2 2023.
  • 1,621 funds tracked by Wall St. Rank held Ecolab as of Q2 2025.

Based on Oxford Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.