Elevation Wealth Partners’s Alcon ALC Stock Holding History

Elevation Wealth Partners’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	$3.96K	Buy	+59	New	+$4.13K	﹤0.01%	1073
2025 Q3	–	Sell	-370	Closed	-$32.7K	–	872
2025 Q2	$32.7K	Hold	370	–	–	0.01%	275
2025 Q1	$35.1K	Hold	370	–	–	0.02%	267
2024 Q4	$31.4K	Hold	370	–	–	0.01%	278
2024 Q3	$37K	Hold	370	–	–	0.02%	249
2024 Q2	$33K	Hold	370	–	–	0.02%	253
2024 Q1	$30.8K	Hold	370	–	–	0.02%	264
2023 Q4	$28.5K	Hold	370	–	–	0.02%	253
2023 Q3	$28.5K	Hold	370	–	–	0.02%	188
2023 Q2	$30.4K	Hold	370	–	–	0.03%	189
2023 Q1	$26.1K	Buy	+370	New	+$26.3K	0.02%	199

Other funds holding ALC

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return