CI
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CX Institutional’s Alcon ALC Stock Holding History

CX Institutional’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
Q3 		$4K Hold
66
– – ﹤0.01% 1461
2026
Q2 		$4K Hold
66
– – ﹤0.01% 1380
2026
Q1 		$5K Hold
66
– – ﹤0.01% 1360
2025
Q4 		$5K Buy
66
+31
+89% +$2.39K ﹤0.01% 1258
2025
Q3 		$3K Hold
35
– – ﹤0.01% 1282
2025
Q2 		$3K Hold
35
– – ﹤0.01% 1122
2025
Q1 		$3K Buy
+35
New +$3.14K ﹤0.01% 1097
2022
Q3 		– Sell
-275
Closed -$19K – 474
2022
Q2 		$19K Buy
+275
New +$20.1K ﹤0.01% 848
2021
Q4 		– Sell
-275
Closed -$22K – 354
2021
Q3 		$22K Sell
275
-42
-13% -$3.23K ﹤0.01% 721
2021
Q2 		$22K Hold
317
– – ﹤0.01% 716
2021
Q1 		$22K Hold
317
– – ﹤0.01% 653
2020
Q4 		$21K Sell
317
-31
-9% -$1.94K ﹤0.01% 598
2020
Q3 		$20K Buy
348
+29
+9% +$1.71K ﹤0.01% 539
2020
Q2 		$18K Hold
319
– – ﹤0.01% 458
2020
Q1 		$16K Buy
319
+42
+15% +$2.41K ﹤0.01% 400
2019
Q4 		$16K Sell
277
-3
-1% -$172 ﹤0.01% 368
2019
Q3 		$16K Buy
+280
New +$16.8K ﹤0.01% 398

Other funds holding ALC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CX Institutional's ALC Position: Q3 2026 in Review

CX Institutional held its Alcon (ALC) position steady in Q3 2026 at 66 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

CX Institutional first reported a position in ALC in Q3 2019 and has held it in 17 quarters since. The position peaked at $22K in Q3 2021. 22 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

  • CX Institutional held 66 shares of Alcon worth $4K as of Q3 2026.
  • CX Institutional left its Alcon share count unchanged in Q3 2026.
  • Alcon made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1461 holding.
  • CX Institutional first reported a position in Alcon in Q3 2019 and has held it in 17 quarters since.
  • CX Institutional's Alcon position peaked at $22K in Q3 2021.
  • 22 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.