Aventura Private Wealth’s Alcon ALC Stock Holding History

Aventura Private Wealth’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	$2.62K	Hold	39	–	–	﹤0.01%	789
2026 Q1	$2.94K	Hold	39	–	–	﹤0.01%	713
2025 Q4	$3.07K	Sell	39 -10	-20%	-$770	﹤0.01%	650
2025 Q3	$3.65K	Hold	49	–	–	﹤0.01%	625
2025 Q2	$4.33K	Hold	49	–	–	﹤0.01%	554
2025 Q1	$4.65K	Hold	49	–	–	﹤0.01%	534
2024 Q4	$4.16K	Buy	+49	New	+$4.42K	﹤0.01%	519

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 $413B AUM 44.57% 1-Year Est. Return

Aventura Private Wealth's ALC Position: Q2 2026 in Review

Aventura Private Wealth held its Alcon (ALC) position steady in Q2 2026 at 39 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Aventura Private Wealth first reported a position in ALC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.65K in Q1 2025. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Aventura Private Wealth held 39 shares of Alcon worth $2.62K as of Q2 2026.
Aventura Private Wealth left its Alcon share count unchanged in Q2 2026.
Alcon made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #789 holding.
Aventura Private Wealth first reported a position in Alcon in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Alcon position peaked at $4.65K in Q1 2025.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.