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 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	–	–	0.16%	48
2021 Q2	$744K	Buy	+3,612	New	+$785K	0.16%	48

Other funds holding ECL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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