Summit Financial Strategies’s Ecolab ECL Stock Holding History

Summit Financial Strategies’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	$885K	Hold	3,177	–	–	0.06%	75
2026 Q1	$845K	Hold	3,177	–	–	0.07%	74
2025 Q4	$834K	Hold	3,177	–	–	0.07%	72
2025 Q3	$870K	Hold	3,177	–	–	0.07%	69
2025 Q2	$856K	Hold	3,177	–	–	0.08%	65
2025 Q1	$805K	Hold	3,177	–	–	0.08%	64
2024 Q4	$744K	Hold	3,177	–	–	0.08%	65
2024 Q3	$811K	Hold	3,177	–	–	0.09%	63
2024 Q2	$756K	Hold	3,177	–	–	0.09%	64
2024 Q1	$734K	Hold	3,177	–	–	0.1%	64
2023 Q4	$630K	Sell	3,177 -435	-12%	-$78.2K	0.1%	64
2023 Q3	$612K	Hold	3,612	–	–	0.12%	58
2023 Q2	$674K	Hold	3,612	–	–	0.13%	58
2023 Q1	$598K	Hold	3,612	–	–	0.12%	62
2022 Q4	$526K	Hold	3,612	–	–	0.11%	62
2022 Q3	$522K	Hold	3,612	–	–	0.12%	57
2022 Q2	$555K	Hold	3,612	–	–	0.13%	56
2022 Q1	$638K	Hold	3,612	–	–	0.13%	53
2021 Q4	$847K	Hold	3,612	–	–	0.16%	45
2021 Q3	$754K	Hold	3,612	–	–	0.14%	48
2021 Q2	$744K	Buy	+3,612	New	+$785K	0.15%	48

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

Summit Financial Strategies's ECL Position: Q2 2026 in Review

Summit Financial Strategies held its Ecolab (ECL) position steady in Q2 2026 at 3,177 shares worth $885K. The position accounts for 0.06% of the portfolio, ranked #75.

Summit Financial Strategies first reported a position in ECL in Q2 2021 and has held it in 21 quarters since. 1,706 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

Summit Financial Strategies held 3,177 shares of Ecolab worth $885K as of Q2 2026.
Summit Financial Strategies left its Ecolab share count unchanged in Q2 2026.
Ecolab made up 0.06% of Summit Financial Strategies's portfolio in Q2 2026, its #75 holding.
Summit Financial Strategies first reported a position in Ecolab in Q2 2021 and has held it in 21 quarters since.
1,706 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.