HighMark Wealth Management’s Alcon ALC Stock Holding History

HighMark 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	–	Sell	-40	Closed	-$3.02K	–	566
2026 Q1	$3.02K	Sell	40 -5	-11%	-$399	﹤0.01%	429
2025 Q4	$3.55K	Hold	45	–	–	﹤0.01%	436
2025 Q3	$3.36K	Buy	45 +15	+50%	+$1.25K	﹤0.01%	444
2025 Q2	$2.65K	Hold	30	–	–	﹤0.01%	466
2025 Q1	$2.85K	Hold	30	–	–	﹤0.01%	427
2024 Q4	$2.55K	Hold	30	–	–	﹤0.01%	441
2024 Q3	$3K	Hold	30	–	–	﹤0.01%	446
2024 Q2	$2.67K	Buy	+30	New	+$2.56K	﹤0.01%	446

Other funds holding ALC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

HighMark Wealth Management sold out of Alcon (ALC) in Q2 2026, closing a stake of 40 shares — an estimated $3.02K sold.

HighMark Wealth Management first reported a position in ALC in Q2 2024 and held it in 8 quarters. The position peaked at $3.55K in Q4 2025. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

HighMark Wealth Management reported no remaining Alcon position as of Q2 2026 after selling out during the quarter.
HighMark Wealth Management sold 40 Alcon shares in Q2 2026, an estimated $3.02K.
HighMark Wealth Management first reported a position in Alcon in Q2 2024 and held it in 8 quarters.
HighMark Wealth Management's Alcon position peaked at $3.55K in Q4 2025.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.