Heritage Wealth Advisors’s Alcon ALC Stock Holding History

Heritage 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	$754	Hold	10	–	–	﹤0.01%	650
2025 Q4	$788	Hold	10	–	–	﹤0.01%	564
2025 Q3	$745	Hold	10	–	–	﹤0.01%	554
2025 Q2	$883	Buy	+10	New	+$897	﹤0.01%	536
2023 Q4	–	Sell	-224	Closed	-$17.3K	–	562
2023 Q3	$17.3K	Hold	224	–	–	﹤0.01%	389
2023 Q2	$18.4K	Hold	224	–	–	﹤0.01%	405
2023 Q1	$15.8K	Hold	224	–	–	﹤0.01%	415
2022 Q4	$15.4K	Hold	224	–	–	﹤0.01%	425
2022 Q3	$13K	Hold	224	–	–	﹤0.01%	407
2022 Q2	$16K	Hold	224	–	–	﹤0.01%	437
2022 Q1	$18K	Hold	224	–	–	﹤0.01%	404
2021 Q4	$20K	Hold	224	–	–	﹤0.01%	405
2021 Q3	$18K	Hold	224	–	–	﹤0.01%	410
2021 Q2	$15.7K	Hold	224	–	–	﹤0.01%	429
2021 Q1	$15.7K	Hold	224	–	–	﹤0.01%	441
2020 Q4	$15K	Hold	224	–	–	﹤0.01%	433
2020 Q3	$12.8K	Hold	224	–	–	﹤0.01%	387
2020 Q2	$12.8K	Hold	224	–	–	﹤0.01%	367
2020 Q1	$11.4K	Hold	224	–	–	﹤0.01%	364
2019 Q4	$12.7K	Hold	224	–	–	﹤0.01%	408
2019 Q3	$13K	Buy	224 +71	+46%	+$4.26K	﹤0.01%	377
2019 Q2	$9.49K	Buy	+153	New	+$8.98K	﹤0.01%	394

Other funds holding ALC

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Heritage Wealth Advisors held its Alcon (ALC) position steady in Q1 2026 at 10 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Heritage Wealth Advisors first reported a position in ALC in Q2 2019 and has held it in 22 quarters since. The position peaked at $20K in Q4 2021. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Heritage Wealth Advisors held 10 shares of Alcon worth $754 as of Q1 2026.
Heritage Wealth Advisors left its Alcon share count unchanged in Q1 2026.
Alcon made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #650 holding.
Heritage Wealth Advisors first reported a position in Alcon in Q2 2019 and has held it in 22 quarters since.
Heritage Wealth Advisors's Alcon position peaked at $20K in Q4 2021.
650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.