Position in ECL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$497,876
+$29,681 QoQ
Shares Held
1,787
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,070
of 1,701 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ECL Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Summit Wealth Partners, LLC holds $917,123 across 2 Specialty Chemicals names. ECL ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
This page
|
1,787 | $497,876 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
1,430 | $419,247 |
All Filings in ECL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,876 | 1,787 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $468,195 | 1,760 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $230,230 | 877 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $251,677 | 919 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $248,693 | 923 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $258,083 | 1,018 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $255,643 | 1,091 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $278,565 | 1,091 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $259,658 | 1,091 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $251,911 | 1,091 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $216,399 | 1,091 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $203,678 | 1,091 | Shares | Sole | 2024-09-11 | |
| No filing history on record for this holder in this stock. | ||||||