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EverSource Wealth Advisors’s Alcon ALC Stock Holding History

EverSource 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 		$126K Sell
1,881
-971
-34% -$68K ﹤0.01% 1257
2026
Q1 		$215K Buy
2,852
+936
+49% +$74.7K 0.01% 1012
2025
Q4 		$151K Buy
1,916
+187
+11% +$14.4K 0.01% 1093
2025
Q3 		$129K Buy
1,729
+15
+0.9% +$1.25K 0.01% 1140
2025
Q2 		$151K Buy
1,714
+643
+60% +$57.7K 0.01% 992
2025
Q1 		$102K Buy
1,071
+238
+29% +$21.4K 0.01% 905
2024
Q4 		$70.7K Buy
833
+4
+0.5% +$361 ﹤0.01% 1038
2024
Q3 		$83K Sell
829
-192
-19% -$18.1K 0.01% 863
2024
Q2 		$96K Buy
1,021
+34
+3% +$2.9K 0.01% 816
2024
Q1 		$76.6K Buy
987
+127
+15% +$10.2K 0.01% 813
2023
Q4 		$67.2K Sell
860
-176
-17% -$13K 0.01% 783
2023
Q3 		$79.8K Sell
1,036
-37
-3% -$3.04K 0.01% 649
2023
Q2 		$88.1K Buy
1,073
+590
+122% +$45.1K 0.01% 623
2023
Q1 		$34.1K Buy
483
+29
+6% +$2.06K ﹤0.01% 915
2022
Q4 		$31.1K Sell
454
-659
-59% -$42K ﹤0.01% 939
2022
Q3 		$65K Sell
1,113
-389
-26% -$27K 0.01% 562
2022
Q2 		$106K Buy
1,502
+913
+155% +$66.6K 0.03% 356
2022
Q1 		$47K Sell
589
-1
-0.2% -$77 0.01% 476
2021
Q4 		$52K Buy
+590
New +$48.6K 0.01% 420

Other funds holding ALC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Alcon (ALC) stake by 34% in Q2 2026, selling an estimated $68K and leaving 1,881 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

EverSource Wealth Advisors first reported a position in ALC in Q4 2021 and has held it in 19 quarters since. The position peaked at $215K in Q1 2026. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • EverSource Wealth Advisors held 1,881 shares of Alcon worth $126K as of Q2 2026.
  • EverSource Wealth Advisors sold 971 Alcon shares in Q2 2026, an estimated $68K.
  • Alcon made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1257 holding.
  • EverSource Wealth Advisors first reported a position in Alcon in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Alcon position peaked at $215K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.