Waverly Advisors’s Ecolab ECL Stock Holding History

Waverly 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 Q1	$31.3M	Buy	117,563 +717	+0.6%	+$202K	0.23%	89
2025 Q4	$30.7M	Buy	116,846 +1,889	+2%	+$503K	0.25%	84
2025 Q3	$31.5M	Buy	114,957 +80	+0.1%	+$21.7K	0.31%	66
2025 Q2	$31M	Buy	114,877 +250	+0.2%	+$63.5K	0.34%	58
2025 Q1	$29.1M	Buy	114,627 +446	+0.4%	+$112K	0.35%	65
2024 Q4	$26.8M	Sell	114,181 -1,519	-1%	-$378K	0.41%	47
2024 Q3	$29.5M	Buy	115,700 +833	+0.7%	+$204K	0.55%	33
2024 Q2	$27.3M	Buy	114,867 +94	+0.1%	+$21.7K	0.54%	33
2024 Q1	$26.5M	Buy	+114,773	New	+$24.3M	0.62%	29
2016 Q1	–	Sell	-2,400	Closed	-$275K	–	104
2015 Q4	$275K	Buy	+2,400	New	+$282K	0.12%	98
2014 Q4	–	Sell	-34	Closed	-$4K	–	496
2014 Q3	$4K	Hold	34	–	–	﹤0.01%	659
2014 Q2	$4K	Sell	34 -12	-26%	-$1.29K	﹤0.01%	624
2014 Q1	$5K	Sell	46 -2,354	-98%	-$247K	﹤0.01%	545
2013 Q4	$250K	Hold	2,400	–	–	0.09%	128
2013 Q3	$237K	Hold	2,400	–	–	0.12%	88
2013 Q2	$204K	Buy	+2,400	New	+$203K	0.12%	91

Other funds holding ECL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Waverly Advisors's ECL Position: Q1 2026 in Review

Waverly Advisors increased its Ecolab (ECL) stake by 0.61% in Q1 2026, buying an estimated $202K and bringing the position to 117,563 shares worth $31.3M. The position accounts for 0.23% of the portfolio, ranked #89.

Waverly Advisors first reported a position in ECL in Q2 2013 and has held it in 16 quarters since. The position peaked at $31.5M in Q3 2025. 1,691 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

Waverly Advisors held 117,563 shares of Ecolab worth $31.3M as of Q1 2026.
Waverly Advisors bought 717 Ecolab shares in Q1 2026, an estimated $202K.
Ecolab made up 0.23% of Waverly Advisors's portfolio in Q1 2026, its #89 holding.
Waverly Advisors first reported a position in Ecolab in Q2 2013 and has held it in 16 quarters since.
Waverly Advisors's Ecolab position peaked at $31.5M in Q3 2025.
1,691 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.