Marotta Asset Management
ALC icon

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
Q3 		$444K Sell
6,860
-138
-2% -$9.6K 0.08% 69
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Marotta Asset Management's ALC Position: Q3 2026 in Review

Marotta Asset Management reduced its Alcon (ALC) stake by 2% in Q3 2026, selling an estimated $9.6K and leaving 6,860 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #69.

Marotta Asset Management first reported a position in ALC in Q1 2021 and has held it in 22 quarters since. The position peaked at $848K in Q1 2025. 290 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

  • Marotta Asset Management held 6,860 shares of Alcon worth $444K as of Q3 2026.
  • Marotta Asset Management sold 138 Alcon shares in Q3 2026, an estimated $9.6K.
  • Alcon made up 0.08% of Marotta Asset Management's portfolio in Q3 2026, its #69 holding.
  • Marotta Asset Management first reported a position in Alcon in Q1 2021 and has held it in 22 quarters since.
  • Marotta Asset Management's Alcon position peaked at $848K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.