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Exencial Wealth Advisors’s Alcon ALC Stock Holding History

Exencial 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
Q1 		$2.08M Buy
27,637
+2,366
+9% +$189K 0.06% 220
2025
Q4 		$1.99M Sell
25,271
-1,332
-5% -$103K 0.06% 225
2025
Q3 		$1.98M Sell
26,603
-9,341
-26% -$780K 0.06% 219
2025
Q2 		$3.17M Sell
35,944
-4,332
-11% -$389K 0.11% 171
2025
Q1 		$3.82M Sell
40,276
-54
-0.1% -$4.84K 0.14% 155
2024
Q4 		$3.42M Buy
40,330
+53
+0.1% +$4.78K 0.13% 165
2024
Q3 		$4.03M Buy
40,277
+2,568
+7% +$242K 0.14% 152
2024
Q2 		$3.36M Sell
37,709
-20,664
-35% -$1.76M 0.13% 161
2024
Q1 		$4.86M Sell
58,373
-6,753
-10% -$542K 0.18% 130
2023
Q4 		$5.09M Sell
65,126
-403
-0.6% -$29.8K 0.21% 118
2023
Q3 		$5.05M Sell
65,529
-6,593
-9% -$542K 0.24% 111
2023
Q2 		$5.92M Buy
72,122
+6,248
+9% +$477K 0.27% 104
2023
Q1 		$4.65M Buy
65,874
+3,532
+6% +$251K 0.24% 110
2022
Q4 		$4.27M Buy
62,342
+9,335
+18% +$595K 0.23% 117
2022
Q3 		$3.08M Buy
53,007
+8,812
+20% +$611K 0.19% 133
2022
Q2 		$3.09M Buy
44,195
+857
+2% +$62.5K 0.17% 143
2022
Q1 		$3.44M Sell
43,338
-2,791
-6% -$216K 0.17% 149
2021
Q4 		$4.02M Sell
46,129
-20,295
-31% -$1.67M 0.19% 142
2021
Q3 		$5.34M Buy
66,424
+18,548
+39% +$1.43M 0.23% 101
2021
Q2 		$3.36M Buy
47,876
+555
+1% +$39.5K 0.18% 144
2021
Q1 		$3.32M Buy
47,321
+7,763
+20% +$550K 0.2% 141
2020
Q4 		$2.61M Sell
39,558
-3,597
-8% -$225K 0.18% 138
2020
Q3 		$2.46M Sell
43,155
-1,089
-2% -$64.1K 0.13% 159
2020
Q2 		$2.54M Buy
44,244
+3,341
+8% +$189K 0.22% 126
2020
Q1 		$2.08M Buy
40,903
+413
+1% +$23.7K 0.37% 80
2019
Q4 		$2.29M Buy
40,490
+2,852
+8% +$163K 0.4% 79
2019
Q3 		$2.19M Buy
+37,638
New +$2.26M 0.47% 72

Other funds holding ALC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Exencial Wealth Advisors's ALC Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Alcon (ALC) stake by 9.4% in Q1 2026, buying an estimated $189K and bringing the position to 27,637 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #220.

Exencial Wealth Advisors first reported a position in ALC in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.92M in Q2 2023. 653 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Exencial Wealth Advisors held 27,637 shares of Alcon worth $2.08M as of Q1 2026.
  • Exencial Wealth Advisors bought 2,366 Alcon shares in Q1 2026, an estimated $189K.
  • Alcon made up 0.06% of Exencial Wealth Advisors's portfolio in Q1 2026, its #220 holding.
  • Exencial Wealth Advisors first reported a position in Alcon in Q3 2019 and has held it in 27 quarters since.
  • Exencial Wealth Advisors's Alcon position peaked at $5.92M in Q2 2023.
  • 653 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.