LRI Investments’s Alcon ALC Stock Holding History

LRI Investments’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	$174K	Sell	2,587 -244	-9%	-$17.1K	0.01%	357
2026 Q1	$213K	Buy	2,831 +302	+12%	+$24.1K	0.02%	278
2025 Q4	$199K	Sell	2,529 -227	-8%	-$17.5K	0.02%	284
2025 Q3	$205K	Sell	2,756 -598	-18%	-$49.9K	0.02%	289
2025 Q2	$296K	Buy	3,354 +305	+10%	+$27.4K	0.03%	229
2025 Q1	$289K	Sell	3,049 -572	-16%	-$51.3K	0.03%	216
2024 Q4	$307K	Buy	3,621 +90	+3%	+$8.12K	0.03%	199
2024 Q3	$301K	Buy	3,531 +939	+36%	+$88.3K	0.03%	214
2024 Q2	$231K	Buy	+2,592	New	+$221K	0.03%	223

Other funds holding ALC

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

LRI Investments's ALC Position: Q2 2026 in Review

LRI Investments reduced its Alcon (ALC) stake by 8.6% in Q2 2026, selling an estimated $17.1K and leaving 2,587 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #357.

LRI Investments first reported a position in ALC in Q2 2024 and has held it in 9 quarters since. The position peaked at $307K in Q4 2024. 228 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

LRI Investments held 2,587 shares of Alcon worth $174K as of Q2 2026.
LRI Investments sold 244 Alcon shares in Q2 2026, an estimated $17.1K.
Alcon made up 0.01% of LRI Investments's portfolio in Q2 2026, its #357 holding.
LRI Investments first reported a position in Alcon in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Alcon position peaked at $307K in Q4 2024.
228 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.