Laurel Wealth Planning LLC ECL — ECOLAB INC

Ownership history in Laurel Wealth Planning LLC  ·  21 quarters on record

AI Ownership Summary

Laurel Wealth Planning LLC reported ECOLAB INC (ECL) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2025 Q1. The latest visible filing shows ECL at 0.35% 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 Laurel Wealth Planning LLC'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
2026 Q1

ECL was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

ECL stock page Laurel Wealth Planning LLC fund profile Laurel Wealth Planning LLC full holdings
How Laurel Wealth Planning LLC held ECL — position size vs. price
% of Fund (quarterly)    ECL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,510 — 0% 0.35% $668K 2026-04-23 $271.45
2025 Q4 UNCHANGED — — — 2,510 — 0% 0.37% $659K 2026-01-23 $281.15
2025 Q3 UNCHANGED — — — 2,510 — 0% 0.36% $687K 2025-10-20 $278.64
2025 Q2 UNCHANGED — — — 2,510 — 0% 0.38% $676K 2025-08-08 $270.73
2025 Q1 UNCHANGED — — — 2,510 — 0% 0.42% $636K 2025-04-24 $237.21
2024 Q4 UNCHANGED — — — 2,510 — 0% 0.38% $588K 2025-02-03 $246.31
2024 Q3 UNCHANGED — — — 2,510 — 0% 0.42% $641K 2024-10-28 $252.50
2024 Q2 UNCHANGED — — — 2,510 — 0% 0.42% $597K 2024-07-25 $239.37
2024 Q1 UNCHANGED — — — 2,510 — 0% 0.39% $580K 2024-04-22 $214.94
2023 Q4 UNCHANGED — — — 2,510 — 0% 0.35% $498K 2024-02-09 $198.18
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ECL

As of 2026 Q1 — sorted by position size

WORMSER FRERES GESTION 5.7% MCDONALD CAPITAL INVESTORS INC/CA 3Y 7Y 5.32% Foresight Group Ltd Liability Partnership 4.67% DUDLEY & SHANLEY, INC. 3Y 7Y 4.57% McCollum Christoferson Group LLC 3Y 7Y 3.81% S&CO INC 3Y 7Y 3.73% MCDANIEL TERRY & CO 3Y 7Y 3.71% FIRETRAIL INVESTMENTS PTY LTD 3.53% Birch Hill Investment Advisors LLC 3Y 7Y 3.46% Capital Investment Services of America, Inc. 3Y 7Y 3.1%

FAQ About Laurel Wealth Planning LLC and ECL

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

How long has Laurel Wealth Planning LLC reported owning ECL?

Laurel Wealth Planning LLC reported ECL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ECL position in Laurel Wealth Planning LLC's portfolio?

The largest reported portfolio weight for ECL was 0.42% in 2025 Q1.

What is the latest reported ECL position on this page?

The most recent filing on this page is 2026 Q1, when Laurel Wealth Planning LLC reported 2,510 shares, equal to 0.35% of portfolio, with an estimated market value of $668K.

What does the chart on this ECL ownership page compare?

The chart compares Laurel Wealth Planning LLC'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.

How well did Laurel Wealth Planning LLC time their ECL position?

Based on 13F filing dates vs. subsequent ECL price moves, Laurel Wealth Planning LLC correctly timed 0 out of 6 reported position changes (0%).

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