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Valeo Financial Advisors’s Ecolab ECL Stock Holding History

Valeo Financial Advisors’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 		$838K Buy
3,052
+126
+4% +$35K 0.02% 340
2026
Q2 		$815K Sell
2,926
-65
-2% -$17.1K 0.02% 335
2026
Q1 		$796K Sell
2,991
-1,163
-28% -$328K 0.02% 304
2025
Q4 		$1.09M Buy
4,154
+53
+1% +$14.1K 0.02% 284
2025
Q3 		$1.12M Sell
4,101
-188
-4% -$51.1K 0.03% 275
2025
Q2 		$1.16M Buy
4,289
+267
+7% +$67.9K 0.03% 264
2025
Q1 		$1.02M Sell
4,022
-19
-0.5% -$4.79K 0.03% 258
2024
Q4 		$947K Buy
4,041
+2,261
+127% +$562K 0.03% 280
2024
Q3 		$454K Sell
1,780
-8
-0.4% -$1.96K 0.01% 429
2024
Q2 		$426K Buy
1,788
+84
+5% +$19.4K 0.01% 434
2024
Q1 		$376K Buy
1,704
+9
+0.5% +$1.91K 0.01% 445
2023
Q4 		$336K Buy
1,695
+222
+15% +$39.9K 0.01% 458
2023
Q3 		$249K Buy
1,473
+71
+5% +$12.9K 0.01% 508
2023
Q2 		$262K Sell
1,402
-55
-4% -$9.47K 0.01% 463
2023
Q1 		$241K Buy
+1,457
New +$227K 0.01% 503
2022
Q1 		– Sell
-905
Closed -$212K – 653
2021
Q4 		$212K Buy
+905
New +$205K 0.01% 507
2021
Q2 		– Sell
-679
Closed -$145K – 865
2021
Q1 		$145K Buy
679
+25
+4% +$5.32K 0.01% 522
2020
Q4 		$141K Buy
654
+230
+54% +$48.1K 0.01% 487
2020
Q3 		$85K Buy
424
+243
+134% +$48.6K 0.01% 506
2020
Q2 		$36K Buy
181
+24
+15% +$4.65K ﹤0.01% 842
2020
Q1 		$28K Buy
157
+14
+10% +$2.63K ﹤0.01% 784
2019
Q4 		$28K Hold
143
– – ﹤0.01% 838
2019
Q3 		$28K Sell
143
-294
-67% -$58.9K ﹤0.01% 761
2019
Q2 		$86K Buy
437
+262
+150% +$48.7K 0.01% 461
2019
Q1 		$31K Hold
175
– – ﹤0.01% 665
2018
Q4 		$26K Sell
175
-18
-9% -$2.75K ﹤0.01% 631
2018
Q3 		$29K Sell
193
-100
-34% -$14.8K ﹤0.01% 663
2018
Q2 		$43K Sell
293
-215
-42% -$31K 0.01% 563
2018
Q1 		$70K Buy
508
+209
+70% +$28.1K 0.01% 434
2017
Q4 		$40K Buy
299
+209
+232% +$27.8K 0.01% 511
2017
Q3 		$12K Buy
+90
New +$11.8K ﹤0.01% 657

Other funds holding ECL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
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
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MPWT
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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Valeo Financial Advisors's ECL Position: Q3 2026 in Review

Valeo Financial Advisors increased its Ecolab (ECL) stake by 4.3% in Q3 2026, buying an estimated $35K and bringing the position to 3,052 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #340.

Valeo Financial Advisors first reported a position in ECL in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.16M in Q2 2025. 80 funds tracked by Wall St. Rank hold ECL as of Q3 2026.

  • Valeo Financial Advisors held 3,052 shares of Ecolab worth $838K as of Q3 2026.
  • Valeo Financial Advisors bought 126 Ecolab shares in Q3 2026, an estimated $35K.
  • Ecolab made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #340 holding.
  • Valeo Financial Advisors first reported a position in Ecolab in Q3 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's Ecolab position peaked at $1.16M in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Ecolab as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.