Integrated Wealth Concepts’s Alcon ALC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$405K Buy
5,373
+307
+6% +$24.5K ﹤0.01% 1673
2025
Q4
$399K Buy
5,066
+71
+1% +$5.47K ﹤0.01% 1191
2025
Q3
$372K Sell
4,995
-7
-0.1% -$584 ﹤0.01% 1512
2025
Q2
$442K Sell
5,002
-161
-3% -$14.4K ﹤0.01% 1344
2025
Q1
$490K Buy
5,163
+118
+2% +$10.6K 0.01% 1147
2024
Q4
$428K Sell
5,045
-97
-2% -$8.75K 0.01% 1197
2024
Q3
$515K Sell
5,142
-431
-8% -$40.5K 0.01% 1067
2024
Q2
$496K Buy
5,573
+802
+17% +$68.4K 0.01% 1053
2024
Q1
$397K Sell
4,771
-63
-1% -$5.05K 0.01% 1162
2023
Q4
$378K Sell
4,834
-178
-4% -$13.1K 0.01% 1131
2023
Q3
$386K Buy
5,012
+88
+2% +$7.24K 0.01% 1101
2023
Q2
$404K Sell
4,924
-76
-2% -$5.8K 0.01% 1092
2023
Q1
$353K Sell
5,000
-129
-3% -$9.18K 0.01% 982
2022
Q4
$352K Buy
5,129
+13
+0.3% +$829 0.01% 766
2022
Q3
$298K Sell
5,116
-288
-5% -$20K 0.01% 739
2022
Q2
$378K Sell
5,404
-185
-3% -$13.5K 0.01% 679
2022
Q1
$443K Sell
5,589
-148
-3% -$11.4K 0.01% 610
2021
Q4
$500K Buy
5,737
+1,129
+25% +$93K 0.01% 616
2021
Q3
$371K Buy
+4,608
New +$355K 0.01% 656

Other funds holding ALC

Integrated Wealth Concepts's ALC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Alcon (ALC) stake by 6.1% in Q1 2026, buying an estimated $24.5K and bringing the position to 5,373 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Integrated Wealth Concepts first reported a position in ALC in Q3 2021 and has held it in 19 quarters since. The position peaked at $515K in Q3 2024. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Integrated Wealth Concepts held 5,373 shares of Alcon worth $405K as of Q1 2026.
  • Integrated Wealth Concepts bought 307 Alcon shares in Q1 2026, an estimated $24.5K.
  • Alcon made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1673 holding.
  • Integrated Wealth Concepts first reported a position in Alcon in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Alcon position peaked at $515K in Q3 2024.
  • 650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.