Mark Sheptoff Financial Planning’s Alcon ALC Stock Holding History

Mark Sheptoff Financial Planning’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	$53.6K	Sell	720 -142	-16%	-$11.3K	0.03%	173
2025 Q4	$67.9K	Hold	862	–	–	0.03%	178
2025 Q3	$64.2K	Hold	862	–	–	0.03%	177
2025 Q2	$76.1K	Hold	862	–	–	0.04%	150
2025 Q1	$81.8K	Hold	862	–	–	0.05%	133
2024 Q4	$73.2K	Sell	862 -40	-4%	-$3.61K	0.04%	147
2024 Q3	$90.3K	Hold	902	–	–	0.05%	134
2024 Q2	$80.3K	Buy	+902	New	+$77K	0.04%	149
2022 Q2	–	Sell	-1,112	Closed	-$88K	–	379
2022 Q1	$88K	Hold	1,112	–	–	0.04%	139
2021 Q4	$97K	Sell	1,112 -70	-6%	-$5.76K	0.05%	139
2021 Q3	$95K	Sell	1,182 -20	-2%	-$1.54K	0.05%	142
2021 Q2	$84K	Sell	1,202 -196	-14%	-$14K	0.05%	146
2021 Q1	$98K	Hold	1,398	–	–	0.06%	127
2020 Q4	$92K	Hold	1,398	–	–	0.05%	132
2020 Q3	$80K	Sell	1,398 -115	-8%	-$6.76K	0.05%	128
2020 Q2	$87K	Sell	1,513 -20	-1%	-$1.13K	0.06%	122
2020 Q1	$78K	Buy	+1,533	New	+$88.1K	0.06%	113

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

Mark Sheptoff Financial Planning's ALC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Alcon (ALC) stake by 16% in Q1 2026, selling an estimated $11.3K and leaving 720 shares worth $53.6K. The position accounts for 0.03% of the portfolio, ranked #173.

Mark Sheptoff Financial Planning first reported a position in ALC in Q1 2020 and has held it in 17 quarters since. The position peaked at $98K in Q1 2021. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Mark Sheptoff Financial Planning held 720 shares of Alcon worth $53.6K as of Q1 2026.
Mark Sheptoff Financial Planning sold 142 Alcon shares in Q1 2026, an estimated $11.3K.
Alcon made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #173 holding.
Mark Sheptoff Financial Planning first reported a position in Alcon in Q1 2020 and has held it in 17 quarters since.
Mark Sheptoff Financial Planning's Alcon position peaked at $98K in Q1 2021.
650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.