Ecolab Inc.
MX ˙ BMV ˙ US2788651006
SecurityMX:ECL / Ecolab Inc.
InstitutionExencial Wealth Advisors, Llc
Latest Disclosed Ownership834 shares
Latest Disclosed Value $ 221,789
Exencial Wealth Advisors, Llc ownership in ECL / Ecolab Inc.

On April 27, 2026 - Exencial Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 834 shares of Ecolab Inc. (MX:ECL) valued at $221,789 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 12, 2022 disclosing 0 shares of Ecolab Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F ECOLAB COM 278865100 834 834 222 0.0064
2022-05-12 2022-03-31 13F ECOLAB COM 278865100 0 -1,273 -100.00 0 -100.00
2022-02-10 2021-12-31 13F ECOLAB COM 278865100 1,273 51 4.17 299 17.25 0.0145
2021-11-04 2021-09-30 13F ECOLAB COM 278865100 1,222 -1,159 -48.68 255 -47.96 0.0111
2021-08-16 2021-06-30 13F ECOLAB COM 278865100 2,381 -72 -2.94 490 -6.67 0.0265
2021-05-06 2021-03-31 13F ECOLAB COM 278865100 2,453 47 1.95 525 0.77 0.0311
2021-02-11 2020-12-31 13F ECOLAB COM 278865100 2,406 -2,150 -47.19 521 -42.75 0.0356
2020-11-13 2020-09-30 13F ECOLAB COM 278865100 4,556 1,346 41.93 910 42.41 0.0482
2020-08-17 2020-06-30 13F ECOLAB COM 278865100 3,210 1,880 141.35 639 208.70 0.0554
2020-05-15 2020-03-31 13F ECOLAB COM 278865100 1,330 42 3.26 207 -16.87 0.0369
2020-02-14 2019-12-31 13F ECOLAB COM 278865100 1,288 47 3.79 249 1.22 0.0431
2019-11-13 2019-09-30 13F ECOLAB COM 278865100 1,241 -219 -15.00 246 -14.58 0.0529
2019-08-14 2019-06-30 13F ECOLAB COM 278865100 1,460 0 0.00 288 11.63 0.0672
2019-05-08 2019-03-31 13F ECOLAB COM 278865100 1,460 1,460 258 0.0612
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.