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Annis Gardner Whiting Capital Advisors’s Alcon ALC Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-252
Closed -$19K – 379
2026
Q1 		$19K Buy
+252
New +$20.1K ﹤0.01% 752
2025
Q3 		– Sell
-71
Closed -$6.27K – 1188
2025
Q2 		$6.27K Buy
+71
New +$6.37K ﹤0.01% 815
2025
Q1 		– Sell
-405
Closed -$34.4K – 742
2024
Q4 		$34.4K Hold
405
– – 0.01% 384
2024
Q3 		$40.5K Sell
405
-853
-68% -$80.2K 0.01% 389
2024
Q2 		$112K Hold
1,258
– – 0.03% 288
2024
Q1 		$105K Buy
1,258
+853
+211% +$68.4K 0.04% 272
2023
Q4 		$31.6K Hold
405
– – 0.01% 352
2023
Q3 		$31.2K Buy
+405
New +$33.3K 0.02% 343

Other funds holding ALC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ALC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Alcon (ALC) in Q2 2026, closing a stake of 252 shares — an estimated $19K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ALC in Q3 2023 and held it in 8 quarters. The position peaked at $112K in Q2 2024. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Alcon position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 252 Alcon shares in Q2 2026, an estimated $19K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Alcon in Q3 2023 and held it in 8 quarters.
  • Annis Gardner Whiting Capital Advisors's Alcon position peaked at $112K in Q2 2024.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.