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Evelyn Partners Investment Management’s Alcon ALC Stock Holding History

Evelyn Partners Investment 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
Q1 		$632K Sell
8,377
-1,363
-14% -$109K 0.02% 149
2025
Q4 		$778K Sell
9,740
-3,080
-24% -$237K 0.02% 144
2025
Q3 		$954K Sell
12,820
-2,596
-17% -$217K 0.03% 136
2025
Q2 		$1.36M Sell
15,416
-4,018
-21% -$360K 0.04% 121
2025
Q1 		$1.83M Sell
19,434
-3,251
-14% -$292K 0.06% 105
2024
Q4 		$1.92M Buy
+22,685
New +$2.05M 0.06% 101

Other funds holding ALC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Evelyn Partners Investment Management's ALC Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Alcon (ALC) stake by 14% in Q1 2026, selling an estimated $109K and leaving 8,377 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #149.

Evelyn Partners Investment Management first reported a position in ALC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92M in Q4 2024. 651 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Evelyn Partners Investment Management held 8,377 shares of Alcon worth $632K as of Q1 2026.
  • Evelyn Partners Investment Management sold 1,363 Alcon shares in Q1 2026, an estimated $109K.
  • Alcon made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #149 holding.
  • Evelyn Partners Investment Management first reported a position in Alcon in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Alcon position peaked at $1.92M in Q4 2024.
  • 651 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.