Live Oak Private Wealth’s Alcon ALC Stock Holding History

Live Oak Private Wealth’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	$872K	Buy	12,997 +8,289	+176%	+$581K	0.11%	117
2026 Q1	$355K	Buy	+4,708	New	+$376K	0.05%	158

Other funds holding ALC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Live Oak Private Wealth's ALC Position: Q2 2026 in Review

Live Oak Private Wealth increased its Alcon (ALC) stake by 176% in Q2 2026, buying an estimated $581K and bringing the position to 12,997 shares worth $872K. The position accounts for 0.11% of the portfolio, ranked #117.

Live Oak Private Wealth first reported a position in ALC in Q1 2026 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Live Oak Private Wealth held 12,997 shares of Alcon worth $872K as of Q2 2026.
Live Oak Private Wealth bought 8,289 Alcon shares in Q2 2026, an estimated $581K.
Alcon made up 0.11% of Live Oak Private Wealth's portfolio in Q2 2026, its #117 holding.
Live Oak Private Wealth first reported a position in Alcon in Q1 2026 and has held it in 2 quarters since.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.