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Cassaday & Co Wealth Management’s Alcon ALC Stock Holding History

Cassaday & Co 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 		$135 Sell
2
-3
-60% -$210 ﹤0.01% 1251
2026
Q1 		$377 Buy
+5
New +$399 ﹤0.01% 1212

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

Cassaday & Co Wealth Management's ALC Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Alcon (ALC) stake by 60% in Q2 2026, selling an estimated $210 and leaving 2 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Cassaday & Co Wealth Management first reported a position in ALC in Q1 2026 and has held it in 2 quarters since. The position peaked at $377 in Q1 2026. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of Alcon worth $135 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 3 Alcon shares in Q2 2026, an estimated $210.
  • Alcon made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1251 holding.
  • Cassaday & Co Wealth Management first reported a position in Alcon in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Alcon position peaked at $377 in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.