ECL β€” ECOLAB INC

Ownership history in BSW Wealth Partners  Β·  17 quarters on record

AI Ownership Summary

BSW Wealth Partners reported ECOLAB INC (ECL) in 17 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows ECL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ECL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BSW Wealth Partners's position in ECOLAB INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ECL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BSW Wealth Partners held ECL β€” position size vs. price
% of Fund (quarterly)    ECL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 826 -128 -13.4% 0.03% $226K 2025-10-15 $272.21
2025 Q2 ADDED 954 +7 +0.7% 0.04% $257K 2025-07-18 $266.64
2024 Q3 REDUCED 947 -148 -13.5% 0.04% $242K 2024-10-29 $249.85
2024 Q2 ADDED 1,095 +110 +11.2% 0.04% $261K 2024-07-16 $240.87
2024 Q1 REDUCED 985 -2,317 -70.2% 0.04% $228K 2024-04-23 $215.28
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BSW Wealth Partners and ECL

These are the practical questions this page is built to answer before you even open the full history table.

How long has BSW Wealth Partners reported owning ECL?

BSW Wealth Partners reported ECL across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ECL position in BSW Wealth Partners's portfolio?

The largest reported portfolio weight for ECL was 0.04% in 2024 Q2.

What is the latest reported ECL position on this page?

The most recent filing on this page is 2025 Q3, when BSW Wealth Partners reported 826 shares, equal to 0.03% of portfolio, with an estimated market value of $226K.

What does the chart on this ECL ownership page compare?

The chart compares BSW Wealth Partners's quarterly ECL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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