EP Wealth Advisors’s Alcon ALC Stock Holding History

EP Wealth Advisors’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	$245K	Sell	3,648 -806	-18%	-$56.5K	﹤0.01%	1409
2026 Q1	$336K	Buy	+4,454	New	+$355K	﹤0.01%	1093

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

EP Wealth Advisors's ALC Position: Q2 2026 in Review

EP Wealth Advisors reduced its Alcon (ALC) stake by 18% in Q2 2026, selling an estimated $56.5K and leaving 3,648 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

EP Wealth Advisors first reported a position in ALC in Q1 2026 and has held it in 2 quarters since. The position peaked at $336K in Q1 2026. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

EP Wealth Advisors held 3,648 shares of Alcon worth $245K as of Q2 2026.
EP Wealth Advisors sold 806 Alcon shares in Q2 2026, an estimated $56.5K.
Alcon made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1409 holding.
EP Wealth Advisors first reported a position in Alcon in Q1 2026 and has held it in 2 quarters since.
EP Wealth Advisors's Alcon position peaked at $336K in Q1 2026.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.