Marotta Asset Management’s Alcon ALC Stock Holding History

Marotta Asset 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	$468K	Sell	6,998 -657	-9%	-$46K	0.08%	71
2026 Q1	$578K	Sell	7,655 -3	-0%	-$239	0.11%	62
2025 Q4	$604K	Sell	7,658 -21	-0.3%	-$1.62K	0.11%	62
2025 Q3	$577K	Sell	7,679 -62	-0.8%	-$5.17K	0.11%	61
2025 Q2	$683K	Sell	7,741 -736	-9%	-$66K	0.14%	59
2025 Q1	$848K	Buy	8,477 +372	+5%	+$33.4K	0.17%	60
2024 Q4	$676K	Sell	8,105 -372	-4%	-$33.5K	0.14%	63
2024 Q3	$848K	Sell	8,477 -135	-2%	-$12.7K	0.17%	60
2024 Q2	$758K	Sell	8,612 -120	-1%	-$10.2K	0.16%	58
2024 Q1	$727K	Sell	8,732 -79	-0.9%	-$6.34K	0.15%	58
2023 Q4	$688K	Sell	8,811 -199	-2%	-$14.7K	0.15%	59
2023 Q3	$694K	Sell	9,010 -86	-0.9%	-$7.07K	0.16%	60
2023 Q2	$747K	Buy	+9,096	New	+$695K	0.17%	56
2022 Q4	$627K	Sell	9,152 -81	-0.9%	-$5.17K	0.15%	62
2022 Q3	$537K	Buy	9,233 +94	+1%	+$6.52K	0.14%	60
2022 Q2	$654K	Hold	9,139	–	–	0.16%	60
2022 Q1	$725K	Sell	9,139 -46	-0.5%	-$3.56K	0.17%	58
2021 Q4	$800K	Buy	9,185 +191	+2%	+$15.7K	0.18%	53
2021 Q3	$724K	Sell	8,994 -116	-1%	-$8.93K	0.17%	53
2021 Q2	$641K	Buy	9,110 +1,177	+15%	+$83.8K	0.15%	57
2021 Q1	$565K	Buy	+7,933	New	+$562K	0.14%	56

Other funds holding ALC

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Marotta Asset Management's ALC Position: Q2 2026 in Review

Marotta Asset Management reduced its Alcon (ALC) stake by 8.6% in Q2 2026, selling an estimated $46K and leaving 6,998 shares worth $468K. The position accounts for 0.08% of the portfolio, ranked #71.

Marotta Asset Management first reported a position in ALC in Q1 2021 and has held it in 21 quarters since. The position peaked at $848K in Q1 2025. 243 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Marotta Asset Management held 6,998 shares of Alcon worth $468K as of Q2 2026.
Marotta Asset Management sold 657 Alcon shares in Q2 2026, an estimated $46K.
Alcon made up 0.08% of Marotta Asset Management's portfolio in Q2 2026, its #71 holding.
Marotta Asset Management first reported a position in Alcon in Q1 2021 and has held it in 21 quarters since.
Marotta Asset Management's Alcon position peaked at $848K in Q1 2025.
243 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.