SFSG
ECL icon

Sound Financial Strategies Group’s Ecolab ECL Stock Holding History

Sound Financial Strategies 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
Q1 		$254K Sell
955
-1,433
-60% -$404K 0.17% 95
2025
Q4 		$627K Sell
2,388
-250
-9% -$66.6K 0.44% 71
2025
Q3 		$722K Sell
2,638
-284
-10% -$77.1K 0.53% 56
2025
Q2 		$787K Buy
2,922
+114
+4% +$29K 0.67% 41
2025
Q1 		$712K Sell
2,808
-862
-23% -$217K 0.64% 63
2024
Q4 		$860K Buy
3,670
+449
+14% +$112K 0.72% 32
2024
Q3 		$822K Buy
3,221
+6
+0.2% +$1.47K 0.66% 31
2024
Q2 		$765K Sell
3,215
-51
-2% -$11.8K 0.66% 20
2024
Q1 		$754K Sell
3,266
-115
-3% -$24.4K 0.63% 14
2023
Q4 		$671K Sell
3,381
-1,809
-35% -$325K 0.57% 17
2023
Q3 		$879K Sell
5,190
-386
-7% -$70.2K 0.73% 31
2023
Q2 		$1.04M Sell
5,576
-706
-11% -$122K 0.76% 18
2023
Q1 		$1.04M Buy
+6,282
New +$979K 0.69% 29
2021
Q1 		– Sell
-2,878
Closed -$623K – 89
2020
Q4 		$623K Sell
2,878
-1,852
-39% -$387K 0.34% 42
2020
Q3 		$945K Sell
4,730
-79
-2% -$15.8K 0.6% 17
2020
Q2 		$957K Sell
4,809
-23
-0.5% -$4.45K 0.62% 15
2020
Q1 		$753K Sell
4,832
-8,504
-64% -$1.6M 0.51% 19
2019
Q4 		$2.57M Buy
+13,336
New +$2.53M 1.63% 8

Other funds holding ECL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sound Financial Strategies Group's ECL Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Ecolab (ECL) stake by 60% in Q1 2026, selling an estimated $404K and leaving 955 shares worth $254K. The position accounts for 0.17% of the portfolio, ranked #95.

Sound Financial Strategies Group first reported a position in ECL in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.57M in Q4 2019. 1,691 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

  • Sound Financial Strategies Group held 955 shares of Ecolab worth $254K as of Q1 2026.
  • Sound Financial Strategies Group sold 1,433 Ecolab shares in Q1 2026, an estimated $404K.
  • Ecolab made up 0.17% of Sound Financial Strategies Group's portfolio in Q1 2026, its #95 holding.
  • Sound Financial Strategies Group first reported a position in Ecolab in Q4 2019 and has held it in 18 quarters since.
  • Sound Financial Strategies Group's Ecolab position peaked at $2.57M in Q4 2019.
  • 1,691 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.