Peak Planning Group’s Ecolab ECL Stock Holding History

Peak Planning 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
2026 Q2	$223K	Hold	800	–	–	0.05%	121
2026 Q1	$213K	Hold	800	–	–	0.06%	115
2025 Q4	$210K	Hold	800	–	–	0.06%	118
2025 Q3	$219K	Hold	800	–	–	0.11%	87
2025 Q2	$216K	Hold	800	–	–	0.14%	86
2025 Q1	$203K	Buy	+800	New	+$202K	0.09%	118
2024 Q4	–	Sell	-800	Closed	-$204K	–	117
2024 Q3	$204K	Buy	+800	New	+$196K	0.09%	106

Other funds holding ECL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peak Planning Group's ECL Position: Q2 2026 in Review

Peak Planning Group held its Ecolab (ECL) position steady in Q2 2026 at 800 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #121.

Peak Planning Group first reported a position in ECL in Q3 2024 and has held it in 7 quarters since. 1,704 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

Peak Planning Group held 800 shares of Ecolab worth $223K as of Q2 2026.
Peak Planning Group left its Ecolab share count unchanged in Q2 2026.
Ecolab made up 0.05% of Peak Planning Group's portfolio in Q2 2026, its #121 holding.
Peak Planning Group first reported a position in Ecolab in Q3 2024 and has held it in 7 quarters since.
1,704 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.