Key Financial Inc’s Alcon ALC Stock Holding History

Key Financial Inc’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 Q1	$11.8K	Hold	156	–	–	﹤0.01%	845
2025 Q4	$12.5K	Sell	156 -200	-56%	-$15.4K	﹤0.01%	825
2025 Q3	$26.5K	Hold	356	–	–	﹤0.01%	653
2025 Q2	$31.4K	Hold	356	–	–	0.01%	587
2025 Q1	$33.5K	Sell	356 -104	-23%	-$9.33K	0.01%	549
2024 Q4	$39K	Hold	460	–	–	0.01%	521
2024 Q3	$46K	Hold	460	–	–	0.01%	492
2024 Q2	$41.1K	Hold	460	–	–	0.01%	492
2024 Q1	$38.2K	Sell	460 -200	-30%	-$16K	0.01%	482
2023 Q4	$51.5K	Hold	660	–	–	0.01%	422
2023 Q3	$51.2K	Hold	660	–	–	0.02%	407
2023 Q2	$54.7K	Hold	660	–	–	0.02%	392
2023 Q1	$46.8K	Buy	660 +200	+43%	+$14.2K	0.02%	404
2022 Q4	$27.2K	Hold	460	–	–	0.01%	448
2022 Q3	$27K	Hold	460	–	–	0.01%	451
2022 Q2	$32K	Hold	460	–	–	0.02%	430
2022 Q1	$37K	Buy	460 +200	+77%	+$15.5K	0.02%	398
2021 Q4	$23K	Buy	260 +14	+6%	+$1.15K	0.01%	463
2021 Q3	$20K	Hold	246	–	–	0.01%	466
2021 Q2	$18K	Hold	246	–	–	0.01%	481
2021 Q1	$17K	Hold	246	–	–	0.01%	422
2020 Q4	$16K	Buy	+246	New	+$15.4K	0.01%	398
2020 Q2	–	Sell	-224	Closed	-$11K	–	115
2020 Q1	$11K	Buy	+224	New	+$12.9K	0.01%	388

Other funds holding ALC

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Key Financial Inc's ALC Position: Q1 2026 in Review

Key Financial Inc held its Alcon (ALC) position steady in Q1 2026 at 156 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Key Financial Inc first reported a position in ALC in Q1 2020 and has held it in 23 quarters since. The position peaked at $54.7K in Q2 2023. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Key Financial Inc held 156 shares of Alcon worth $11.8K as of Q1 2026.
Key Financial Inc left its Alcon share count unchanged in Q1 2026.
Alcon made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #845 holding.
Key Financial Inc first reported a position in Alcon in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Alcon position peaked at $54.7K in Q2 2023.
650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.