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Legacy Wealth Asset Management’s Alcon ALC Stock Holding History

Legacy Wealth Asset 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
Q3 		$1.25M Sell
19,239
-11,864
-38% -$823K 0.27% 104
2026
Q2 		$2.09M Sell
31,103
-1,914
-6% -$134K 0.46% 48
2026
Q1 		$2.49M Buy
33,017
+1,964
+6% +$157K 0.61% 24
2025
Q4 		$2.45M Buy
31,053
+9,864
+47% +$759K 0.6% 24
2025
Q3 		$1.58M Buy
21,189
+229
+1% +$19.1K 0.38% 63
2025
Q2 		$1.85M Buy
20,960
+13,809
+193% +$1.24M 0.47% 51
2025
Q1 		$679K Sell
7,151
-16,605
-70% -$1.49M 0.19% 166
2024
Q4 		$2.02M Sell
23,756
-3,512
-13% -$317K 0.55% 37
2024
Q3 		$2.73M Buy
27,268
+5,462
+25% +$514K 0.73% 18
2024
Q2 		$1.94M Buy
21,806
+12,614
+137% +$1.08M 0.55% 42
2024
Q1 		$766K Sell
9,192
-11,056
-55% -$887K 0.21% 134
2023
Q4 		$1.58M Sell
20,248
-6,270
-24% -$463K 0.52% 53
2023
Q3 		$2.04M Buy
26,518
+16,344
+161% +$1.34M 0.75% 18
2023
Q2 		$835K Buy
10,174
+20
+0.2% +$1.53K 0.29% 94
2023
Q1 		$716K Buy
10,154
+4,253
+72% +$303K 0.26% 128
2022
Q4 		$405K Buy
5,901
+1,203
+26% +$76.7K 0.15% 245
2022
Q3 		$273K Sell
4,698
-29,786
-86% -$2.07M 0.12% 274
2022
Q2 		$2.41M Buy
34,484
+2,818
+9% +$206K 0.98% 12
2022
Q1 		$2.51M Buy
31,666
+4,060
+15% +$314K 0.89% 13
2021
Q4 		$2.4M Buy
27,606
+11,523
+72% +$949K 0.81% 13
2021
Q3 		$1.29M Buy
16,083
+96
+0.6% +$7.39K 0.59% 26
2021
Q2 		$1.12M Sell
15,987
-97
-0.6% -$6.91K 0.5% 45
2021
Q1 		$1.13M Sell
16,084
-269
-2% -$19K 0.52% 40
2020
Q4 		$1.08M Buy
+16,353
New +$1.02M 0.54% 36

Other funds holding ALC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Legacy Wealth Asset Management's ALC Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Alcon (ALC) stake by 38% in Q3 2026, selling an estimated $823K and leaving 19,239 shares worth $1.25M. The position accounts for 0.27% of the portfolio, ranked #104.

Legacy Wealth Asset Management first reported a position in ALC in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.73M in Q3 2024. 20 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

  • Legacy Wealth Asset Management held 19,239 shares of Alcon worth $1.25M as of Q3 2026.
  • Legacy Wealth Asset Management sold 11,864 Alcon shares in Q3 2026, an estimated $823K.
  • Alcon made up 0.27% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #104 holding.
  • Legacy Wealth Asset Management first reported a position in Alcon in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Alcon position peaked at $2.73M in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.