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	–	871
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

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

Elevation Wealth Partners's ALC Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Alcon (ALC) in Q2 2026: 59 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in ALC as recently as Q2 2025.

Elevation Wealth Partners first reported a position in ALC in Q1 2023 and has held it in 11 quarters since. The position peaked at $37K in Q3 2024. 630 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Elevation Wealth Partners held 59 shares of Alcon worth $3.96K as of Q2 2026.
Alcon was a new Elevation Wealth Partners position in Q2 2026.
Alcon made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1073 holding.
Elevation Wealth Partners first reported a position in Alcon in Q1 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's Alcon position peaked at $37K in Q3 2024.
630 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.