Advocacy Wealth Management Services’s Alcon ALC Stock Holding History

Advocacy Wealth Management Services’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 Q2	$8.3M	Buy	123,742 +61,492	+99%	+$4.31M	0.3%	56
2026 Q1	$4.69M	Sell	62,250 -7	-0%	-$559	0.21%	64
2025 Q4	$4.91M	Buy	62,257 +48,261	+345%	+$3.72M	0.21%	68
2025 Q3	$1.04M	Buy	+13,996	New	+$1.17M	0.05%	100

Other funds holding ALC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Advocacy Wealth Management Services's ALC Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Alcon (ALC) stake by 99% in Q2 2026, buying an estimated $4.31M and bringing the position to 123,742 shares worth $8.3M. The position accounts for 0.3% of the portfolio, ranked #56.

Advocacy Wealth Management Services first reported a position in ALC in Q3 2025 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Advocacy Wealth Management Services held 123,742 shares of Alcon worth $8.3M as of Q2 2026.
Advocacy Wealth Management Services bought 61,492 Alcon shares in Q2 2026, an estimated $4.31M.
Alcon made up 0.3% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #56 holding.
Advocacy Wealth Management Services first reported a position in Alcon in Q3 2025 and has held it in 4 quarters since.
630 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.