Summit Wealth Group (Colorado)
ECL icon

Summit Wealth Group (Colorado)’s Ecolab ECL Stock Holding History

Summit Wealth Group (Colorado)’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 		$484K Buy
1,763
+721
+69% +$200K 0.03% 268
2026
Q2 		$290K Buy
1,042
+34
+3% +$8.96K 0.02% 309
2026
Q1 		$268K Buy
1,008
+60
+6% +$16.9K 0.03% 277
2025
Q4 		$249K Buy
+948
New +$252K 0.03% 241
2025
Q3 		– Sell
-969
Closed -$262K – 527
2025
Q2 		$262K Buy
+969
New +$246K 0.07% 198

Other funds holding ECL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ECL Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Ecolab (ECL) stake by 69% in Q3 2026, buying an estimated $200K and bringing the position to 1,763 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #268.

Summit Wealth Group (Colorado) first reported a position in ECL in Q2 2025 and has held it in 5 quarters since. 1,422 funds tracked by Wall St. Rank hold ECL as of Q3 2026.

  • Summit Wealth Group (Colorado) held 1,763 shares of Ecolab worth $484K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 721 Ecolab shares in Q3 2026, an estimated $200K.
  • Ecolab made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #268 holding.
  • Summit Wealth Group (Colorado) first reported a position in Ecolab in Q2 2025 and has held it in 5 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Ecolab as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.