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LifeSteps Financial’s Alcon ALC Stock Holding History

LifeSteps Financial’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 		$872 Buy
+13
New +$911 ﹤0.01% 739
2024
Q2 		– Sell
-13
Closed -$1.08K – 93
2024
Q1 		$1.08K Buy
+13
New +$1.04K ﹤0.01% 407

Other funds holding ALC

NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LifeSteps Financial's ALC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Alcon (ALC) in Q2 2026: 13 shares worth $872. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ALC as recently as Q1 2024.

LifeSteps Financial first reported a position in ALC in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.08K in Q1 2024. 127 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • LifeSteps Financial held 13 shares of Alcon worth $872 as of Q2 2026.
  • Alcon was a new LifeSteps Financial position in Q2 2026.
  • Alcon made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #739 holding.
  • LifeSteps Financial first reported a position in Alcon in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Alcon position peaked at $1.08K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.