Helen Stephens Group’s Alcon ALC Stock Holding History

Helen Stephens 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 Q3	–	Sell	-3,184	Closed	-$214K	–	135
2026 Q2	$214K	Buy	+3,184	New	+$223K	0.04%	129

Other funds holding ALC

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AKO Capital London, United Kingdom $3.15B AUM 3.55% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Helen Stephens Group's ALC Position: Q3 2026 in Review

Helen Stephens Group sold out of Alcon (ALC) in Q3 2026, closing a stake of 3,184 shares — an estimated $214K sold.

Helen Stephens Group first reported a position in ALC in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 499 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

Helen Stephens Group reported no remaining Alcon position as of Q3 2026 after selling out during the quarter.
Helen Stephens Group sold 3,184 Alcon shares in Q3 2026, an estimated $214K.
Helen Stephens Group first reported a position in Alcon in Q2 2026 and held it in 1 quarter.
Helen Stephens Group's Alcon position peaked at $214K in Q2 2026.
499 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.