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Roehl & Yi Investment Advisors’s Ecolab ECL Stock Holding History

Roehl & Yi Investment 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
2026
Q2 		$82K Buy
20,117
+3
+0% +$790 0.03% 189
2026
Q1 		$78.4K Buy
20,114
+163
+0.8% +$46K 0.03% 174
2025
Q4 		$34.9K Sell
19,951
-2
-0% -$533 0.01% 168
2025
Q3 		$36.1K Buy
+19,953
New +$5.42M 0.02% 164

Other funds holding ECL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Roehl & Yi Investment Advisors's ECL Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Ecolab (ECL) stake by 0.01% in Q2 2026, buying an estimated $790 and bringing the position to 20,117 shares worth $82K. The position accounts for 0.03% of the portfolio, ranked #189.

Roehl & Yi Investment Advisors first reported a position in ECL in Q3 2025 and has held it in 4 quarters since. 1,705 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

  • Roehl & Yi Investment Advisors held 20,117 shares of Ecolab worth $82K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 3 Ecolab shares in Q2 2026, an estimated $790.
  • Ecolab made up 0.03% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Roehl & Yi Investment Advisors first reported a position in Ecolab in Q3 2025 and has held it in 4 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.