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Bogart Wealth LLC’s Alcon ALC Stock Holding History

Bogart Wealth LLC’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 		$5.7K Sell
85
-32
-27% -$2.24K ﹤0.01% 1162
2026
Q1 		$8.82K Buy
117
+24
+26% +$1.92K ﹤0.01% 932
2025
Q4 		$7.33K Hold
93
– – ﹤0.01% 922
2025
Q3 		$6.93K Hold
93
– – ﹤0.01% 903
2025
Q2 		$8.21K Sell
93
-28
-23% -$2.51K ﹤0.01% 831
2025
Q1 		$11.5K Sell
121
-24
-17% -$2.15K ﹤0.01% 716
2024
Q4 		$12.3K Buy
145
+73
+101% +$6.58K ﹤0.01% 685
2024
Q3 		$7.21K Hold
72
– – ﹤0.01% 759
2024
Q2 		$6.41K Hold
72
– – ﹤0.01% 739
2024
Q1 		$6K Hold
72
– – ﹤0.01% 733
2023
Q4 		$5.63K Hold
72
– – ﹤0.01% 723
2023
Q3 		$5.55K Hold
72
– – ﹤0.01% 694
2023
Q2 		$5.91K Sell
72
-22
-23% -$1.68K ﹤0.01% 678
2023
Q1 		$6.63K Buy
94
+33
+54% +$2.35K ﹤0.01% 662
2022
Q4 		$4.18K Buy
61
+8
+15% +$510 ﹤0.01% 700
2022
Q3 		$3K Buy
53
+8
+18% +$555 ﹤0.01% 758
2022
Q2 		$3K Buy
45
+37
+463% +$2.7K ﹤0.01% 714
2022
Q1 		$1K Hold
8
– – ﹤0.01% 718
2021
Q4 		$1K Hold
8
– – ﹤0.01% 687
2021
Q3 		$1K Hold
8
– – ﹤0.01% 661
2021
Q2 		$1K Hold
8
– – ﹤0.01% 627
2021
Q1 		$1K Hold
8
– – ﹤0.01% 579
2020
Q4 		$0 Buy
+8
New +$500 ﹤0.01% 452
2020
Q3 		– Sell
-14
Closed -$1K – 431
2020
Q2 		$1K Hold
14
– – ﹤0.01% 407
2020
Q1 		$1K Hold
14
– – ﹤0.01% 379
2019
Q4 		$1K Buy
14
+5
+56% +$286 ﹤0.01% 374
2019
Q3 		$1K Buy
+9
New +$540 ﹤0.01% 340

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

Bogart Wealth LLC's ALC Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Alcon (ALC) stake by 27% in Q2 2026, selling an estimated $2.24K and leaving 85 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Bogart Wealth LLC first reported a position in ALC in Q3 2019 and has held it in 27 quarters since. The position peaked at $12.3K in Q4 2024. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Bogart Wealth LLC held 85 shares of Alcon worth $5.7K as of Q2 2026.
  • Bogart Wealth LLC sold 32 Alcon shares in Q2 2026, an estimated $2.24K.
  • Alcon made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1162 holding.
  • Bogart Wealth LLC first reported a position in Alcon in Q3 2019 and has held it in 27 quarters since.
  • Bogart Wealth LLC's Alcon position peaked at $12.3K in Q4 2024.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.