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Secured Retirement Advisors’s Ecolab ECL Stock Holding History

Secured Retirement 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
Q1 		– Sell
-1,350
Closed -$316K – 129
2024
Q4 		$316K Sell
1,350
-30
-2% -$7.46K 0.18% 117
2024
Q3 		$352K Buy
1,380
+51
+4% +$12.5K 0.25% 87
2024
Q2 		$316K Buy
1,329
+1
+0.1% +$231 0.25% 89
2024
Q1 		$307K Buy
1,328
+1
+0.1% +$212 0.26% 89
2023
Q4 		$263K Buy
+1,327
New +$239K 0.25% 90

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Secured Retirement Advisors's ECL Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Ecolab (ECL) in Q1 2025, closing a stake of 1,350 shares — an estimated $316K sold.

Secured Retirement Advisors first reported a position in ECL in Q4 2023 and held it in 5 quarters. The position peaked at $352K in Q3 2024. 1,612 funds tracked by Wall St. Rank hold ECL as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Ecolab position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 1,350 Ecolab shares in Q1 2025, an estimated $316K.
  • Secured Retirement Advisors first reported a position in Ecolab in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Ecolab position peaked at $352K in Q3 2024.
  • 1,612 funds tracked by Wall St. Rank held Ecolab as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.