Institute for Wealth Management’s Alcon ALC Stock Holding History

Institute for 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	$41.5K	Buy	+618	New	+$43.3K	﹤0.01%	918

Other funds holding ALC

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Institute for Wealth Management's ALC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Alcon (ALC) in Q2 2026: 618 shares worth $41.5K. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings.

351 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Institute for Wealth Management held 618 shares of Alcon worth $41.5K as of Q2 2026.
Alcon was a new Institute for Wealth Management position in Q2 2026.
Alcon made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #918 holding.
351 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.