MIM
ALC icon

Morningstar Investment Management’s Alcon ALC Stock Holding History

Morningstar Investment 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 		$1.31M Hold
17,357
– – 0.08% 196
2026
Q1 		$1.31M Buy
17,357
+1,909
+12% +$152K 0.08% 194
2025
Q4 		$1.22M Sell
15,448
-24,373
-61% -$1.88M 0.07% 200
2025
Q3 		$2.97M Buy
+39,821
New +$3.32M 0.11% 198

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

Morningstar Investment Management's ALC Position: Q2 2026 in Review

Morningstar Investment Management held its Alcon (ALC) position steady in Q2 2026 at 17,357 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #196.

Morningstar Investment Management first reported a position in ALC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.97M in Q3 2025. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Morningstar Investment Management held 17,357 shares of Alcon worth $1.31M as of Q2 2026.
  • Morningstar Investment Management left its Alcon share count unchanged in Q2 2026.
  • Alcon made up 0.08% of Morningstar Investment Management's portfolio in Q2 2026, its #196 holding.
  • Morningstar Investment Management first reported a position in Alcon in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Alcon position peaked at $2.97M in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.