Ethos Financial Group’s Alcon ALC Stock Holding History

Ethos Financial Group’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	-3,192	Closed	-$241K	–	644
2026 Q1	$241K	Buy	+3,192	New	+$255K	0.02%	451
2025 Q4	–	Sell	-3,192	Closed	-$238K	–	531
2025 Q3	$238K	Hold	3,192	–	–	0.02%	407
2025 Q2	$282K	Buy	+3,192	New	+$286K	0.02%	354

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

Ethos Financial Group's ALC Position: Q2 2026 in Review

Ethos Financial Group sold out of Alcon (ALC) in Q2 2026, closing a stake of 3,192 shares — an estimated $241K sold.

Ethos Financial Group first reported a position in ALC in Q2 2025 and held it in 3 quarters. The position peaked at $282K in Q2 2025. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Ethos Financial Group reported no remaining Alcon position as of Q2 2026 after selling out during the quarter.
Ethos Financial Group sold 3,192 Alcon shares in Q2 2026, an estimated $241K.
Ethos Financial Group first reported a position in Alcon in Q2 2025 and held it in 3 quarters.
Ethos Financial Group's Alcon position peaked at $282K in Q2 2025.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.