AO
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Advisor OS’s Alcon ALC Stock Holding History

Advisor OS’s Portfolio ALC Stock Details ALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,633
Closed -$208K – 579
2025
Q4 		$208K Sell
2,633
-4,926
-65% -$379K 0.02% 469
2025
Q3 		$563K Buy
7,559
+2,283
+43% +$191K 0.05% 241
2025
Q2 		$466K Sell
5,276
-537
-9% -$48.2K 0.05% 266
2025
Q1 		$552K Buy
5,813
+102
+2% +$9.15K 0.06% 222
2024
Q4 		$485K Buy
5,711
+456
+9% +$41.1K 0.06% 231
2024
Q3 		$526K Sell
5,255
-1,109
-17% -$104K 0.05% 245
2024
Q2 		$567K Buy
6,364
+158
+3% +$13.5K 0.06% 231
2024
Q1 		$517K Buy
6,206
+862
+16% +$69.1K 0.06% 232
2023
Q4 		$417K Buy
5,344
+1,041
+24% +$76.9K 0.05% 226
2023
Q3 		$332K Buy
4,303
+693
+19% +$57K 0.05% 221
2023
Q2 		$296K Sell
3,610
-669
-16% -$51.1K 0.05% 238
2023
Q1 		$302K Sell
4,279
-85
-2% -$6.05K 0.07% 191
2022
Q4 		$299K Buy
4,364
+453
+12% +$28.9K 0.08% 178
2022
Q3 		$227K Hold
3,911
– – 0.07% 180
2022
Q2 		$273K Sell
3,911
-294
-7% -$21.4K 0.08% 179
2022
Q1 		$334K Sell
4,205
-8,004
-66% -$619K 0.1% 169
2021
Q4 		$1.06M Buy
12,209
+2,069
+20% +$170K 0.22% 103
2021
Q3 		$814K Sell
10,140
-299
-3% -$23K 0.18% 109
2021
Q2 		$733K Buy
10,439
+2,443
+31% +$174K 0.15% 110
2021
Q1 		$561K Buy
7,996
+1,377
+21% +$97.5K 0.13% 113
2020
Q4 		$437K Buy
6,619
+895
+16% +$56K 0.12% 91
2020
Q3 		$327K Buy
5,724
+541
+10% +$31.8K 0.14% 76
2020
Q2 		$297K Buy
+5,183
New +$293K 0.18% 104

Other funds holding ALC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Advisor OS's ALC Position: Q1 2026 in Review

Advisor OS sold out of Alcon (ALC) in Q1 2026, closing a stake of 2,633 shares — an estimated $208K sold.

Advisor OS first reported a position in ALC in Q2 2020 and held it in 23 quarters. The position peaked at $1.06M in Q4 2021. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Advisor OS reported no remaining Alcon position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 2,633 Alcon shares in Q1 2026, an estimated $208K.
  • Advisor OS first reported a position in Alcon in Q2 2020 and held it in 23 quarters.
  • Advisor OS's Alcon position peaked at $1.06M in Q4 2021.
  • 650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.