Capital Analysts LLC’s Alcon ALC Stock Holding History

Capital Analysts 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 Q1	$309K	Hold	4,100	–	–	0.01%	554
2025 Q4	$328K	Hold	4,100	–	–	0.01%	508
2025 Q3	$305K	Sell	4,100 -80	-2%	-$6.68K	0.01%	510
2025 Q2	$369K	Hold	4,180	–	–	0.01%	432
2025 Q1	$393K	Hold	4,180	–	–	0.01%	409
2024 Q4	$355K	Hold	4,180	–	–	0.01%	382
2024 Q3	$418K	Buy	4,180 +100	+2%	+$9.4K	0.02%	354
2024 Q2	$364K	Sell	4,080 -74	-2%	-$6.32K	0.02%	376
2024 Q1	$345K	Hold	4,154	–	–	0.02%	365
2023 Q4	$324K	Sell	4,154 -5	-0.1%	-$369	0.02%	362
2023 Q3	$323K	Hold	4,159	–	–	0.02%	345
2023 Q2	$345K	Hold	4,159	–	–	0.02%	332
2023 Q1	$295K	Sell	4,159 -185	-4%	-$13.2K	0.02%	346
2022 Q4	$297K	Sell	4,344 -16	-0.4%	-$1.02K	0.02%	356
2022 Q3	$258K	Sell	4,360 -70	-2%	-$4.86K	0.02%	331
2022 Q2	$309K	Sell	4,430 -99	-2%	-$7.22K	0.02%	302
2022 Q1	$363K	Sell	4,529 -152	-3%	-$11.7K	0.02%	293
2021 Q4	$415K	Buy	4,681 +120	+3%	+$9.88K	0.03%	279
2021 Q3	$372K	Buy	4,561 +12	+0.3%	+$924	0.02%	283
2021 Q2	$319K	Hold	4,549	–	–	0.02%	291
2021 Q1	$320K	Buy	+4,549	New	+$322K	0.02%	288
2019 Q3	–	Sell	-17	Closed	-$1K	–	695
2019 Q2	$1K	Buy	+17	New	+$998	﹤0.01%	655

Other funds holding ALC

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Analysts LLC's ALC Position: Q1 2026 in Review

Capital Analysts LLC held its Alcon (ALC) position steady in Q1 2026 at 4,100 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #554.

Capital Analysts LLC first reported a position in ALC in Q2 2019 and has held it in 22 quarters since. The position peaked at $418K in Q3 2024. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Capital Analysts LLC held 4,100 shares of Alcon worth $309K as of Q1 2026.
Capital Analysts LLC left its Alcon share count unchanged in Q1 2026.
Alcon made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #554 holding.
Capital Analysts LLC first reported a position in Alcon in Q2 2019 and has held it in 22 quarters since.
Capital Analysts LLC's Alcon position peaked at $418K in Q3 2024.
650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.