Axxcess Wealth Management’s Alcon ALC Stock Holding History

Axxcess Wealth Management’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	$270K	Buy	+4,016	New	+$281K	﹤0.01%	886
2026 Q1	–	Sell	-3,911	Closed	-$308K	–	396
2025 Q4	$308K	Sell	3,911 -242	-6%	-$18.6K	0.01%	839
2025 Q3	$309K	Buy	4,153 +1,124	+37%	+$93.8K	0.01%	747
2025 Q2	$267K	Buy	3,029 +16	+0.5%	+$1.44K	0.01%	753
2025 Q1	$286K	Sell	3,013 -1,019	-25%	-$91.4K	0.01%	702
2024 Q4	$342K	Sell	4,032 -584	-13%	-$52.7K	0.01%	638
2024 Q3	$462K	Sell	4,616 -584	-11%	-$54.9K	0.01%	568
2024 Q2	$463K	Sell	5,200 -158	-3%	-$13.5K	0.01%	538
2024 Q1	$446K	Sell	5,358 -30	-0.6%	-$2.41K	0.01%	562
2023 Q4	$421K	Buy	+5,388	New	+$398K	0.01%	562
2022 Q1	–	Sell	-2,472	Closed	-$215K	–	632
2021 Q4	$215K	Buy	+2,472	New	+$204K	0.02%	571

Other funds holding ALC

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axxcess Wealth Management's ALC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Alcon (ALC) in Q2 2026: 4,016 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ALC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ALC in Q4 2021 and has held it in 11 quarters since. The position peaked at $463K in Q2 2024. 298 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Axxcess Wealth Management held 4,016 shares of Alcon worth $270K as of Q2 2026.
Alcon was a new Axxcess Wealth Management position in Q2 2026.
Alcon made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #886 holding.
Axxcess Wealth Management first reported a position in Alcon in Q4 2021 and has held it in 11 quarters since.
Axxcess Wealth Management's Alcon position peaked at $463K in Q2 2024.
298 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.