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Marks Group Wealth Management’s Alcon ALC Stock Holding History

Marks Group Wealth 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
Q2 		$3.62M Sell
54,017
-28,170
-34% -$1.97M 0.32% 79
2026
Q1 		$6.19M Buy
82,187
+26,204
+47% +$2.09M 0.6% 60
2025
Q4 		$4.41M Sell
55,983
-43,732
-44% -$3.37M 0.42% 82
2025
Q3 		$7.43M Buy
99,715
+6,339
+7% +$529K 0.69% 68
2025
Q2 		$8.24M Buy
93,376
+177
+0.2% +$15.9K 0.77% 65
2025
Q1 		$8.85M Buy
93,199
+9,723
+12% +$872K 0.85% 37
2024
Q4 		$7.09M Sell
83,476
-12,762
-13% -$1.15M 0.7% 65
2024
Q3 		$9.63M Buy
96,238
+81,711
+562% +$7.68M 0.92% 24
2024
Q2 		$1.29M Sell
14,527
-296
-2% -$25.3K 0.14% 154
2024
Q1 		$1.23M Sell
14,823
-393
-3% -$31.5K 0.13% 151
2023
Q4 		$1.19M Buy
15,216
+773
+5% +$57.1K 0.14% 154
2023
Q3 		$1.11M Sell
14,443
-60
-0.4% -$4.93K 0.14% 152
2023
Q2 		$1.19M Buy
14,503
+53
+0.4% +$4.05K 0.14% 152
2023
Q1 		$1.02M Sell
14,450
-12
-0.1% -$854 0.13% 158
2022
Q4 		$991K Sell
14,462
-913
-6% -$58.2K 0.14% 159
2022
Q3 		$895K Sell
15,375
-725
-5% -$50.3K 0.14% 161
2022
Q2 		$1.13M Buy
16,100
+428
+3% +$31.2K 0.16% 148
2022
Q1 		$1.24M Buy
15,672
+484
+3% +$37.4K 0.16% 144
2021
Q4 		$1.31M Buy
15,188
+6,638
+78% +$547K 0.16% 141
2021
Q3 		$684K Buy
8,550
+4,985
+140% +$384K 0.09% 183
2021
Q2 		$249K Buy
3,565
+485
+16% +$34.5K 0.03% 232
2021
Q1 		$215K Buy
+3,080
New +$218K 0.03% 233

Other funds holding ALC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Marks Group Wealth Management's ALC Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Alcon (ALC) stake by 34% in Q2 2026, selling an estimated $1.97M and leaving 54,017 shares worth $3.62M. The position accounts for 0.32% of the portfolio, ranked #79.

Marks Group Wealth Management first reported a position in ALC in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.63M in Q3 2024. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Marks Group Wealth Management held 54,017 shares of Alcon worth $3.62M as of Q2 2026.
  • Marks Group Wealth Management sold 28,170 Alcon shares in Q2 2026, an estimated $1.97M.
  • Alcon made up 0.32% of Marks Group Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Marks Group Wealth Management first reported a position in Alcon in Q1 2021 and has held it in 22 quarters since.
  • Marks Group Wealth Management's Alcon position peaked at $9.63M in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.