Callan Family Office’s Alcon ALC Stock Holding History

Callan Family Office’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	$720K	Sell	10,729 -6,866	-39%	-$481K	0.01%	693
2026 Q1	$1.33M	Sell	17,595 -7,853	-31%	-$627K	0.03%	481
2025 Q4	$2.01M	Sell	25,448 -18,542	-42%	-$1.43M	0.04%	349
2025 Q3	$3.28M	Sell	43,990 -11,699	-21%	-$976K	0.1%	200
2025 Q2	$4.92M	Buy	55,689 +42,466	+321%	+$3.81M	0.16%	155
2025 Q1	$1.26M	Sell	13,223 -3,938	-23%	-$353K	0.09%	182
2024 Q4	$1.46M	Buy	+17,161	New	+$1.55M	0.09%	186

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

Callan Family Office's ALC Position: Q2 2026 in Review

Callan Family Office reduced its Alcon (ALC) stake by 39% in Q2 2026, selling an estimated $481K and leaving 10,729 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #693.

Callan Family Office first reported a position in ALC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.92M in Q2 2025. 634 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Callan Family Office held 10,729 shares of Alcon worth $720K as of Q2 2026.
Callan Family Office sold 6,866 Alcon shares in Q2 2026, an estimated $481K.
Alcon made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #693 holding.
Callan Family Office first reported a position in Alcon in Q4 2024 and has held it in 7 quarters since.
Callan Family Office's Alcon position peaked at $4.92M in Q2 2025.
634 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.