Ecolab Inc.
MX ˙ BMV ˙ US2788651006
SecurityMX:ECL / Ecolab Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership884 shares
Latest Disclosed Value $ 235,162
Heritage Wealth Advisors reports 84.79% decrease in ownership of ECL / Ecolab Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 884 shares of Ecolab Inc. (MX:ECL) valued at $235,162 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,813 shares of Ecolab Inc.. This represents a change in shares of -84.79% during the quarter.

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)
2026-05-13 2026-03-31 13F Ecolab COM 278865100 884 -4,929 -84.79 235 -84.60 0.0092
2026-02-13 2025-12-31 13F Ecolab COM 278865100 5,813 5,813 1,526 0.0583
2025-05-08 2025-03-31 13F Ecolab COM 278865100 0 -124 -100.00 0 -100.00
2025-02-12 2024-12-31 13F Ecolab COM 278865100 124 0 0.00 29 -6.45 0.0014
2024-11-12 2024-09-30 13F Ecolab COM 278865100 124 0 0.00 32 6.90 0.0015
2024-12-12 2024-06-30 13F/A-1 Ecolab COM 278865100 124 0 0.00 30 3.57 0.0013
2024-08-06 2024-06-30 13F Ecolab COM 278865100 124 0 30 0.0013
2024-12-12 2024-03-31 13F/A-1 Ecolab COM 278865100 124 0 0.00 29 16.67 0.0013
2024-05-08 2024-03-31 13F Ecolab COM 278865100 124 0 29 0.0013
2024-12-12 2023-12-31 13F/A-1 Ecolab COM 278865100 124 0 0.00 25 14.29 0.0012
2024-02-12 2023-12-31 13F Ecolab COM 278865100 143 19 28 0.0014
2024-12-12 2023-09-30 13F/A-1 Ecolab COM 278865100 124 -374 -75.10 21 -77.17 0.0011
2023-11-09 2023-09-30 13F Ecolab COM 278865100 124 -374 21 0.0011
2024-12-12 2023-06-30 13F/A-1 Ecolab COM 278865100 498 -300 -37.59 93 -30.30 0.0049
2023-08-09 2023-06-30 13F Ecolab COM 278865100 498 -300 93 0.0049
2023-05-04 2023-03-31 13F Ecolab COM 278865100 798 -70 -8.06 132 4.76 0.0074
2024-12-12 2022-12-31 13F/A-1 Ecolab COM 278865100 868 -55 -5.96 126 -5.26 0.0073
2023-02-07 2022-12-31 13F Ecolab COM 278865100 868 -55 126 0.0073
2024-12-12 2022-09-30 13F/A-1 Ecolab COM 278865100 923 -70 -7.05 133 0.0097
2022-11-10 2022-09-30 13F Ecolab COM 278865100 923 -70 0 0.0096
2022-08-04 2022-06-30 13F Ecolab COM 278865100 993 -28 -2.74 0 0.0106
2022-05-11 2022-03-31 13F Ecolab COM 278865100 1,021 -65 -5.99 0 0.0100
2022-03-28 2021-12-31 13F/A-1 Ecolab COM 278865100 1,086 300 38.17 0 -100.00 0.0140
2022-02-02 2021-12-31 13F Ecolab COM 278865100 1,086 300 255 0.0140
2021-11-02 2021-09-30 13F Ecolab COM 278865100 786 0 0.00 164 1.24 0.0100
2021-08-09 2021-06-30 13F/A-1 Ecolab COM 278865100 786 0 0.00 162 -4.17 0.0100
2021-07-27 2021-06-30 13F Ecolab COM 278865100 799 13 173 0.0108
2021-04-27 2021-03-31 13F Ecolab COM 278865100 786 -13 -1.63 168 -2.89 0.0101
2021-02-01 2020-12-31 13F Ecolab COM 278865100 799 0 0.00 173 8.81 0.0108
2020-11-03 2020-09-30 13F Ecolab COM 278865100 799 0 0.00 160 0.63 0.0206
2020-07-17 2020-06-30 13F/A-1 Ecolab COM 278865100 799 0 0.00 159 27.42 0.0222
2020-07-17 2020-06-30 13F Ecolab COM 278865100 989 190 158 22,110.4262
2020-05-05 2020-03-31 13F Ecolab COM 278865100 799 -37 -4.43 125 -22.98 0.0223
2020-02-04 2019-12-31 13F Ecolab COM 278865100 836 -218 -20.68 161 -22.60 0.0213
2019-10-30 2019-09-30 13F Ecolab COM 278865100 1,054 0 0.00 208 0.00 0.0307
2019-08-05 2019-06-30 13F Ecolab COM 278865100 1,054 -87 -7.62 208 3.48 0.0319
2019-05-06 2019-03-31 13F Ecolab COM 278865100 1,141 225 24.56 201 50.00 0.0331
2019-01-26 2018-12-31 13F Ecolab COM 278865100 916 -7 -0.76 134 -6.94 0.0262
2018-11-14 2018-09-30 13F Ecolab COM 278865100 923 923 144 0.0282
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.