Carson Wealth (CWM LLC)
ALC icon

Carson Wealth (CWM LLC)’s Alcon ALC Stock Holding History

Carson Wealth (CWM 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 		$158K Buy
2,103
+78
+4% +$6.22K ﹤0.01% 2923
2025
Q4 		$160K Buy
2,025
+488
+32% +$37.6K ﹤0.01% 2736
2025
Q3 		$115K Sell
1,537
-844
-35% -$70.4K ﹤0.01% 2864
2025
Q2 		$210K Sell
2,381
-122
-5% -$10.9K ﹤0.01% 2134
2025
Q1 		$238K Sell
2,503
-152
-6% -$13.6K ﹤0.01% 1813
2024
Q4 		$225K Sell
2,655
-160
-6% -$14.4K ﹤0.01% 1751
2024
Q3 		$282K Buy
2,815
+119
+4% +$11.2K ﹤0.01% 1572
2024
Q2 		$240K Sell
2,696
-142
-5% -$12.1K ﹤0.01% 1489
2024
Q1 		$236K Sell
2,838
-10,249
-78% -$822K ﹤0.01% 1434
2023
Q4 		$1.02M Sell
13,087
-1,411
-10% -$104K 0.01% 798
2023
Q3 		$1.12M Buy
14,498
+728
+5% +$59.9K 0.01% 700
2023
Q2 		$1.13M Buy
13,770
+3,320
+32% +$254K 0.01% 674
2023
Q1 		$737K Buy
10,450
+2,060
+25% +$147K 0.01% 761
2022
Q4 		$575K Sell
8,390
-956
-10% -$61K ﹤0.01% 761
2022
Q3 		$544K Sell
9,346
-1,388
-13% -$96.3K ﹤0.01% 724
2022
Q2 		$750K Sell
10,734
-2,275
-17% -$166K 0.01% 631
2022
Q1 		$1.03M Sell
13,009
-3,248
-20% -$251K 0.01% 554
2021
Q4 		$1.42M Buy
+16,257
New +$1.34M 0.01% 512
2021
Q2 		$1.36M Hold
19,419
– – 0.01% 512
2021
Q1 		$1.36M Hold
19,419
– – 0.01% 512
2020
Q4 		$1.36M Hold
19,419
– – 0.01% 512
2020
Q3 		$1.36M Hold
19,419
– – 0.01% 512
2020
Q2 		$1.36M Hold
19,419
– – 0.01% 512
2020
Q1 		$1.36M Hold
19,419
– – 0.01% 512
2019
Q4 		$1.36M Hold
19,419
– – 0.01% 512
2019
Q3 		$1.36M Hold
19,419
– – 0.01% 512
2019
Q2 		$1.36M Buy
+19,419
New +$1.14M 0.01% 512

Other funds holding ALC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Alcon (ALC) stake by 3.9% in Q1 2026, buying an estimated $6.22K and bringing the position to 2,103 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

Carson Wealth (CWM LLC) first reported a position in ALC in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.42M in Q4 2021. 653 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,103 shares of Alcon worth $158K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 78 Alcon shares in Q1 2026, an estimated $6.22K.
  • Alcon made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2923 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alcon in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Alcon position peaked at $1.42M in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.