West Oak Capital’s Ecolab ECL Stock Holding History

West Oak Capital’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
2025 Q3	$500K	Sell	1,827 -25	-1%	-$6.79K	0.2%	76
2025 Q2	$499K	Hold	1,852	–	–	0.2%	80
2025 Q1	$470K	Sell	1,852 -200	-10%	-$50.4K	0.18%	82
2024 Q4	$481K	Hold	2,052	–	–	0.17%	79
2024 Q3	$524K	Hold	2,052	–	–	0.1%	77
2024 Q2	$488K	Hold	2,052	–	–	0.2%	78
2024 Q1	$474K	Hold	2,052	–	–	0.2%	79
2023 Q4	$408K	Hold	2,052	–	–	0.19%	85
2023 Q3	$348K	Hold	2,052	–	–	0.17%	91
2023 Q2	$383K	Buy	2,052 +75	+4%	+$12.9K	0.19%	88
2023 Q1	$327K	Buy	1,977 +32	+2%	+$4.99K	0.17%	94
2022 Q4	$283K	Sell	1,945 -32	-2%	-$4.7K	0.15%	100
2022 Q3	$286K	Sell	1,977 -68	-3%	-$11K	0.16%	98
2022 Q2	$314K	Hold	2,045	–	–	0.16%	100
2022 Q1	$361K	Sell	2,045 -40	-2%	-$7.51K	0.16%	102
2021 Q4	$489K	Sell	2,085 -75	-3%	-$17K	0.18%	85
2021 Q3	$451K	Sell	2,160 -15	-0.7%	-$3.29K	0.17%	89
2021 Q2	$448K	Hold	2,175	–	–	0.18%	90
2021 Q1	$466K	Buy	2,175 +55	+3%	+$11.7K	0.2%	86
2020 Q4	$459K	Hold	2,120	–	–	0.21%	83
2020 Q3	$424K	Hold	2,120	–	–	0.23%	78
2020 Q2	$422K	Hold	2,120	–	–	0.24%	78
2020 Q1	$330K	Hold	2,120	–	–	0.23%	82
2019 Q4	$409K	Hold	2,120	–	–	0.23%	85
2019 Q3	$420K	Buy	2,120 +65	+3%	+$13K	0.25%	79
2019 Q2	$406K	Hold	2,055	–	–	0.24%	82
2019 Q1	$363K	Hold	2,055	–	–	0.23%	87
2018 Q4	$303K	Hold	2,055	–	–	0.21%	92
2018 Q3	$322K	Hold	2,055	–	–	0.19%	97
2018 Q2	$288K	Hold	2,055	–	–	0.18%	97
2018 Q1	$282K	Sell	2,055 -310	-13%	-$41.7K	0.17%	101
2017 Q4	$317K	Sell	2,365 -30	-1%	-$3.99K	0.19%	97
2017 Q3	$308K	Sell	2,395 -162	-6%	-$21.3K	0.18%	104
2017 Q2	$339K	Sell	2,557 -108	-4%	-$14K	0.21%	98
2017 Q1	$334K	Sell	2,665 -135	-5%	-$16.5K	0.21%	92
2016 Q4	$328K	Sell	2,800 -295	-10%	-$34.5K	0.22%	92
2016 Q3	$377K	Hold	3,095	–	–	0.26%	90
2016 Q2	$367K	Buy	3,095 +30	+1%	+$3.5K	0.27%	88
2016 Q1	$342K	Hold	3,065	–	–	0.26%	86
2015 Q4	$351K	Sell	3,065 -25	-0.8%	-$2.94K	0.27%	88
2015 Q3	$339K	Sell	3,090 -50	-2%	-$5.59K	0.27%	87
2015 Q2	$355K	Sell	3,140 -15	-0.5%	-$1.73K	0.26%	87
2015 Q1	$361K	Hold	3,155	–	–	0.26%	84
2014 Q4	$330K	Buy	3,155 +60	+2%	+$6.56K	0.24%	85
2014 Q3	$355K	Hold	3,095	–	–	0.27%	82
2014 Q2	$345K	Buy	+3,095	New	+$332K	0.25%	83

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

West Oak Capital's ECL Position: Q3 2025 in Review

West Oak Capital reduced its Ecolab (ECL) stake by 1.3% in Q3 2025, selling an estimated $6.79K and leaving 1,827 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #76.

West Oak Capital first reported a position in ECL in Q2 2014 and has held it in 46 quarters since. The position peaked at $524K in Q3 2024. 1,621 funds tracked by Wall St. Rank hold ECL as of Q3 2025.

West Oak Capital held 1,827 shares of Ecolab worth $500K as of Q3 2025.
West Oak Capital sold 25 Ecolab shares in Q3 2025, an estimated $6.79K.
Ecolab made up 0.2% of West Oak Capital's portfolio in Q3 2025, its #76 holding.
West Oak Capital first reported a position in Ecolab in Q2 2014 and has held it in 46 quarters since.
West Oak Capital's Ecolab position peaked at $524K in Q3 2024.
1,621 funds tracked by Wall St. Rank held Ecolab as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.