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Marshall & Sterling Wealth Advisors’s Alcon ALC Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$5.59K Hold
83
– – ﹤0.01% 263
2026
Q1 		$6.25K Hold
83
– – ﹤0.01% 252
2025
Q4 		$6.54K Sell
83
-25
-23% -$1.93K ﹤0.01% 249
2025
Q3 		$8.05K Buy
108
+25
+30% +$2.09K 0.01% 393
2025
Q2 		$7.33K Sell
83
-82
-50% -$7.36K 0.01% 400
2025
Q1 		$15.7K Buy
165
+82
+99% +$7.36K 0.01% 273
2024
Q4 		$7.05K Buy
+83
New +$7.49K ﹤0.01% 240

Other funds holding ALC

NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ALC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Alcon (ALC) position steady in Q2 2026 at 83 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Marshall & Sterling Wealth Advisors first reported a position in ALC in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7K in Q1 2025. 102 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 83 shares of Alcon worth $5.59K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Alcon share count unchanged in Q2 2026.
  • Alcon made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #263 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Alcon in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Alcon position peaked at $15.7K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.