IWC
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Integrated Wealth Concepts’s Alcon ALC Stock Holding History

Integrated Wealth Concepts’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 		$219K Sell
3,261
-2,112
-39% -$148K ﹤0.01% 2181
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's ALC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Alcon (ALC) stake by 39% in Q2 2026, selling an estimated $148K and leaving 3,261 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Integrated Wealth Concepts first reported a position in ALC in Q3 2021 and has held it in 20 quarters since. The position peaked at $515K in Q3 2024. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Integrated Wealth Concepts held 3,261 shares of Alcon worth $219K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,112 Alcon shares in Q2 2026, an estimated $148K.
  • Alcon made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2181 holding.
  • Integrated Wealth Concepts first reported a position in Alcon in Q3 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Alcon position peaked at $515K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

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