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Gerald Baker Financial Group’s Alcon ALC Stock Holding History

Gerald Baker 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 		$206K Sell
3,072
-1,000
-25% -$70K 0.06% 124
2026
Q1 		$307K Buy
+4,072
New +$325K 0.1% 101

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

Gerald Baker Financial Group's ALC Position: Q2 2026 in Review

Gerald Baker Financial Group reduced its Alcon (ALC) stake by 25% in Q2 2026, selling an estimated $70K and leaving 3,072 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #124.

Gerald Baker Financial Group first reported a position in ALC in Q1 2026 and has held it in 2 quarters since. The position peaked at $307K in Q1 2026. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Gerald Baker Financial Group held 3,072 shares of Alcon worth $206K as of Q2 2026.
  • Gerald Baker Financial Group sold 1,000 Alcon shares in Q2 2026, an estimated $70K.
  • Alcon made up 0.06% of Gerald Baker Financial Group's portfolio in Q2 2026, its #124 holding.
  • Gerald Baker Financial Group first reported a position in Alcon in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's Alcon position peaked at $307K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.