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JFS Wealth Advisors’s Alcon ALC Stock Holding History

JFS 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
Q2 		$3.76K Buy
56
+14
+33% +$981 ﹤0.01% 1394
2026
Q1 		$3.17K Sell
42
-84
-67% -$6.7K ﹤0.01% 1362
2025
Q4 		$9.93K Sell
126
-1
-0.8% -$77 ﹤0.01% 978
2025
Q3 		$9.46K Sell
127
-5
-4% -$417 ﹤0.01% 921
2025
Q2 		$11.7K Hold
132
– – ﹤0.01% 813
2025
Q1 		$12.5K Hold
132
– – ﹤0.01% 805
2024
Q4 		$11.2K Hold
132
– – ﹤0.01% 816
2024
Q3 		$13.2K Hold
132
– – ﹤0.01% 761
2024
Q2 		$11.8K Sell
132
-8
-6% -$683 ﹤0.01% 745
2024
Q1 		$11.7K Sell
140
-32
-19% -$2.57K ﹤0.01% 770
2023
Q4 		$13.4K Buy
172
+42
+32% +$3.1K ﹤0.01% 692
2023
Q3 		$10K Hold
130
– – ﹤0.01% 728
2023
Q2 		$10.7K Buy
130
+5
+4% +$382 ﹤0.01% 710
2023
Q1 		$8.82K Hold
125
– – ﹤0.01% 759
2022
Q4 		$8.57K Sell
125
-823
-87% -$52.5K ﹤0.01% 766
2022
Q3 		$55K Sell
948
-170
-15% -$11.8K 0.01% 363
2022
Q2 		$78K Sell
1,118
-322
-22% -$23.5K 0.01% 321
2022
Q1 		$114K Buy
1,440
+107
+8% +$8.27K 0.01% 277
2021
Q4 		$116K Buy
1,333
+19
+1% +$1.56K 0.01% 280
2021
Q3 		$106K Buy
+1,314
New +$101K 0.01% 295
2020
Q4 		– Sell
-120
Closed -$7K – 569
2020
Q3 		$7K Hold
120
– – ﹤0.01% 415
2020
Q2 		$7K Hold
120
– – ﹤0.01% 403
2020
Q1 		$6K Hold
120
– – ﹤0.01% 378
2019
Q4 		$7K Hold
120
– – ﹤0.01% 384
2019
Q3 		$7K Sell
120
-16
-12% -$960 ﹤0.01% 386
2019
Q2 		$8K Buy
+136
New +$7.98K ﹤0.01% 381

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 $413B AUM 44.57% 1-Year Est. Return

JFS Wealth Advisors's ALC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Alcon (ALC) stake by 33% in Q2 2026, buying an estimated $981 and bringing the position to 56 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

JFS Wealth Advisors first reported a position in ALC in Q2 2019 and has held it in 26 quarters since. The position peaked at $116K in Q4 2021. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • JFS Wealth Advisors held 56 shares of Alcon worth $3.76K as of Q2 2026.
  • JFS Wealth Advisors bought 14 Alcon shares in Q2 2026, an estimated $981.
  • Alcon made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1394 holding.
  • JFS Wealth Advisors first reported a position in Alcon in Q2 2019 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Alcon position peaked at $116K in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.