MWM
ALC icon

Mascoma Wealth Management’s Alcon ALC Stock Holding History

Mascoma 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 		$604 Buy
+9
New +$630 ﹤0.01% 540
2025
Q3 		– Sell
-19
Closed -$1.68K – 458
2025
Q2 		$1.68K Hold
19
– – ﹤0.01% 442
2025
Q1 		$1.8K Hold
19
– – ﹤0.01% 459
2024
Q4 		$1.61K Buy
+19
New +$1.71K ﹤0.01% 482
2022
Q2 		– Sell
-14
Closed -$1K – 601
2022
Q1 		$1K Buy
+14
New +$1.08K ﹤0.01% 565

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 $416B AUM 44.19% 1-Year Est. Return

Mascoma Wealth Management's ALC Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Alcon (ALC) in Q2 2026: 9 shares worth $604. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in ALC as recently as Q2 2025.

Mascoma Wealth Management first reported a position in ALC in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.8K in Q1 2025. 630 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Mascoma Wealth Management held 9 shares of Alcon worth $604 as of Q2 2026.
  • Alcon was a new Mascoma Wealth Management position in Q2 2026.
  • Alcon made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #540 holding.
  • Mascoma Wealth Management first reported a position in Alcon in Q1 2022 and has held it in 5 quarters since.
  • Mascoma Wealth Management's Alcon position peaked at $1.8K in Q1 2025.
  • 630 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.