Center for Financial Planning’s Alcon ALC Stock Holding History

Center for Financial Planning’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	$1.34K	Hold	20	–	–	﹤0.01%	600
2026 Q1	$1.51K	Hold	20	–	–	﹤0.01%	590
2025 Q4	$1.58K	Hold	20	–	–	﹤0.01%	621
2025 Q3	$1.49K	Hold	20	–	–	﹤0.01%	604
2025 Q2	$1.77K	Hold	20	–	–	﹤0.01%	568
2025 Q1	$1.9K	Hold	20	–	–	﹤0.01%	589
2024 Q4	$1.7K	Hold	20	–	–	﹤0.01%	553
2024 Q3	$2K	Sell	20 -25	-56%	-$2.35K	﹤0.01%	497
2024 Q2	$4.01K	Hold	45	–	–	﹤0.01%	464
2024 Q1	$3.75K	Buy	45 +25	+125%	+$2K	﹤0.01%	488
2023 Q4	$1.56K	Hold	20	–	–	﹤0.01%	470
2023 Q3	$1.54K	Hold	20	–	–	﹤0.01%	465
2023 Q2	$1.64K	Hold	20	–	–	﹤0.01%	504
2023 Q1	$1.41K	Hold	20	–	–	﹤0.01%	471
2022 Q4	$1.37K	Hold	20	–	–	﹤0.01%	475
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	580
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	490
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	468
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	474
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	448
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	472
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	503
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	447
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	418
2020 Q2	$1K	Sell	20 -20	-50%	-$1.13K	﹤0.01%	423
2020 Q1	$2K	Buy	40 +20	+100%	+$1.15K	﹤0.01%	481
2019 Q4	$1K	Buy	+20	New	+$1.15K	﹤0.01%	436

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

Center for Financial Planning's ALC Position: Q2 2026 in Review

Center for Financial Planning held its Alcon (ALC) position steady in Q2 2026 at 20 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Center for Financial Planning first reported a position in ALC in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.01K in Q2 2024. 630 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Center for Financial Planning held 20 shares of Alcon worth $1.34K as of Q2 2026.
Center for Financial Planning left its Alcon share count unchanged in Q2 2026.
Alcon made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #600 holding.
Center for Financial Planning first reported a position in Alcon in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Alcon position peaked at $4.01K in Q2 2024.
630 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.