Connecticut Wealth Management’s Alcon ALC Stock Holding History

Connecticut 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	$618K	Hold	9,216	–	–	0.02%	215
2026 Q1	$694K	Sell	9,216 -13	-0.1%	-$1.04K	0.03%	196
2025 Q4	$727K	Buy	9,229 +616	+7%	+$47.4K	0.03%	189
2025 Q3	$642K	Hold	8,613	–	–	0.03%	199
2025 Q2	$760K	Buy	8,613 +481	+6%	+$43.1K	0.04%	176
2025 Q1	$772K	Hold	8,132	–	–	0.04%	173
2024 Q4	$690K	Buy	8,132 +19	+0.2%	+$1.71K	0.03%	159
2024 Q3	$812K	Hold	8,113	–	–	0.04%	175
2024 Q2	$723K	Buy	+8,113	New	+$692K	0.04%	185

Other funds holding ALC

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Connecticut Wealth Management's ALC Position: Q2 2026 in Review

Connecticut Wealth Management held its Alcon (ALC) position steady in Q2 2026 at 9,216 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #215.

Connecticut Wealth Management first reported a position in ALC in Q2 2024 and has held it in 9 quarters since. The position peaked at $812K in Q3 2024. 243 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Connecticut Wealth Management held 9,216 shares of Alcon worth $618K as of Q2 2026.
Connecticut Wealth Management left its Alcon share count unchanged in Q2 2026.
Alcon made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #215 holding.
Connecticut Wealth Management first reported a position in Alcon in Q2 2024 and has held it in 9 quarters since.
Connecticut Wealth Management's Alcon position peaked at $812K in Q3 2024.
243 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.