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CBIZ Investment Advisory Services’s Alcon ALC Stock Holding History

CBIZ Investment Advisory Services’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 		$4.07K Hold
54
– – ﹤0.01% 250
2025
Q4 		$4.26K Hold
54
– – ﹤0.01% 530
2025
Q3 		$4.02K Buy
+54
New +$4.51K ﹤0.01% 487

Other funds holding ALC

Bank of New York Mellon
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

CBIZ Investment Advisory Services's ALC Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Alcon (ALC) position steady in Q1 2026 at 54 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

CBIZ Investment Advisory Services first reported a position in ALC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.26K in Q4 2025. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • CBIZ Investment Advisory Services held 54 shares of Alcon worth $4.07K as of Q1 2026.
  • CBIZ Investment Advisory Services left its Alcon share count unchanged in Q1 2026.
  • Alcon made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #250 holding.
  • CBIZ Investment Advisory Services first reported a position in Alcon in Q3 2025 and has held it in 3 quarters since.
  • CBIZ Investment Advisory Services's Alcon position peaked at $4.26K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.