Diversify Wealth Management’s Alcon ALC Stock Holding History

Diversify 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	–	Sell	-2,951	Closed	-$215K	–	1287
2026 Q1	$215K	Buy	+2,951	New	+$235K	﹤0.01%	1073

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 $413B AUM 44.57% 1-Year Est. Return

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

Diversify Wealth Management sold out of Alcon (ALC) in Q2 2026, closing a stake of 2,951 shares — an estimated $215K sold.

Diversify Wealth Management first reported a position in ALC in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Diversify Wealth Management reported no remaining Alcon position as of Q2 2026 after selling out during the quarter.
Diversify Wealth Management sold 2,951 Alcon shares in Q2 2026, an estimated $215K.
Diversify Wealth Management first reported a position in Alcon in Q1 2026 and held it in 1 quarter.
Diversify Wealth Management's Alcon position peaked at $215K in Q1 2026.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.