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 Q3	$872K	Hold	3,177	–	–	0.06%	77
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Summit Financial Strategies's ECL Position: Q3 2026 in Review

Summit Financial Strategies held its Ecolab (ECL) position steady in Q3 2026 at 3,177 shares worth $872K. The position accounts for 0.06% of the portfolio, ranked #77.

Summit Financial Strategies first reported a position in ECL in Q2 2021 and has held it in 22 quarters since. The position peaked at $885K in Q2 2026. 177 funds tracked by Wall St. Rank hold ECL as of Q3 2026.

Summit Financial Strategies held 3,177 shares of Ecolab worth $872K as of Q3 2026.
Summit Financial Strategies left its Ecolab share count unchanged in Q3 2026.
Ecolab made up 0.06% of Summit Financial Strategies's portfolio in Q3 2026, its #77 holding.
Summit Financial Strategies first reported a position in Ecolab in Q2 2021 and has held it in 22 quarters since.
Summit Financial Strategies's Ecolab position peaked at $885K in Q2 2026.
177 funds tracked by Wall St. Rank held Ecolab as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.