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HB Wealth Management’s Alcon ALC Stock Holding History

HB Wealth 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
Q2 		$253K Sell
3,774
-1,594
-30% -$112K ﹤0.01% 1465
2026
Q1 		$404K Sell
5,368
-161
-3% -$12.8K ﹤0.01% 1072
2025
Q4 		$436K Sell
5,529
-2,138
-28% -$165K ﹤0.01% 964
2025
Q3 		$571K Sell
7,667
-2,513
-25% -$210K ﹤0.01% 805
2025
Q2 		$899K Sell
10,180
-591
-5% -$53K 0.01% 563
2025
Q1 		$1.02M Buy
10,771
+1,877
+21% +$168K 0.01% 536
2024
Q4 		$755K Buy
8,894
+6,428
+261% +$580K 0.01% 483
2024
Q3 		$247K Sell
2,466
-35
-1% -$3.29K ﹤0.01% 827
2024
Q2 		$223K Buy
2,501
+8
+0.3% +$683 ﹤0.01% 814
2024
Q1 		$208K Buy
+2,493
New +$200K ﹤0.01% 789

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

HB Wealth Management's ALC Position: Q2 2026 in Review

HB Wealth Management reduced its Alcon (ALC) stake by 30% in Q2 2026, selling an estimated $112K and leaving 3,774 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

HB Wealth Management first reported a position in ALC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2025. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • HB Wealth Management held 3,774 shares of Alcon worth $253K as of Q2 2026.
  • HB Wealth Management sold 1,594 Alcon shares in Q2 2026, an estimated $112K.
  • Alcon made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1465 holding.
  • HB Wealth Management first reported a position in Alcon in Q1 2024 and has held it in 10 quarters since.
  • HB Wealth Management's Alcon position peaked at $1.02M in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.