Summit Wealth Partners’s Ecolab ECL Stock Holding History

Summit Wealth Partners’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	$498K	Buy	1,787 +27	+2%	+$7.11K	0.07%	174
2026 Q1	$468K	Buy	1,760 +883	+101%	+$249K	0.07%	172
2025 Q4	$230K	Sell	877 -42	-5%	-$11.2K	0.04%	189
2025 Q3	$252K	Sell	919 -4	-0.4%	-$1.09K	0.05%	191
2025 Q2	$249K	Sell	923 -95	-9%	-$24.1K	0.05%	196
2025 Q1	$258K	Sell	1,018 -73	-7%	-$18.4K	0.05%	183
2024 Q4	$256K	Hold	1,091	–	–	0.05%	179
2024 Q3	$279K	Hold	1,091	–	–	0.05%	199
2024 Q2	$260K	Hold	1,091	–	–	0.05%	194
2024 Q1	$252K	Hold	1,091	–	–	0.05%	198
2023 Q4	$216K	Buy	+1,091	New	+$196K	0.05%	200
2023 Q3	–	Sell	-1,091	Closed	-$204K	–	186
2023 Q2	$204K	Buy	+1,091	New	+$188K	0.05%	176

Other funds holding ECL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Summit Wealth Partners's ECL Position: Q2 2026 in Review

Summit Wealth Partners increased its Ecolab (ECL) stake by 1.5% in Q2 2026, buying an estimated $7.11K and bringing the position to 1,787 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #174.

Summit Wealth Partners first reported a position in ECL in Q2 2023 and has held it in 12 quarters since. 820 funds tracked by Wall St. Rank hold ECL as of Q2 2026.

Summit Wealth Partners held 1,787 shares of Ecolab worth $498K as of Q2 2026.
Summit Wealth Partners bought 27 Ecolab shares in Q2 2026, an estimated $7.11K.
Ecolab made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #174 holding.
Summit Wealth Partners first reported a position in Ecolab in Q2 2023 and has held it in 12 quarters since.
820 funds tracked by Wall St. Rank held Ecolab as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.