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Mount Yale Investment Advisors’s Alcon ALC Stock Holding History

Mount Yale Investment 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 		$238K Sell
3,551
-470
-12% -$32.9K ﹤0.01% 1081
2026
Q1 		$303K Buy
4,021
+116
+3% +$9.26K 0.01% 884
2025
Q4 		$311K Buy
+3,905
New +$301K 0.02% 588
2025
Q3 		– Sell
-287
Closed -$25.3K – 700
2025
Q2 		$25.3K Buy
+287
New +$25.7K ﹤0.01% 995
2023
Q2 		– Sell
-36,629
Closed -$2.58M – 480
2023
Q1 		$2.58M Sell
36,629
-1,052
-3% -$74.9K 0.29% 83
2022
Q4 		$2.58M Buy
37,681
+32
+0.1% +$2.04K 0.29% 85
2022
Q3 		$2.19M Sell
37,649
-213
-0.6% -$14.8K 0.29% 82
2022
Q2 		$2.65M Sell
37,862
-1,192
-3% -$87K 0.33% 69
2022
Q1 		$3.1M Sell
39,054
-521
-1% -$40.3K 0.34% 67
2021
Q4 		$3.45M Sell
39,575
-304
-0.8% -$25K 0.36% 67
2021
Q3 		$3.21M Sell
39,879
-756
-2% -$58.2K 0.37% 66
2021
Q2 		$2.85M Sell
40,635
-6,626
-14% -$472K 0.35% 73
2021
Q1 		$3.32M Sell
47,261
-2,441
-5% -$173K 0.43% 57
2020
Q4 		$3.28M Buy
49,702
+547
+1% +$34.2K 0.46% 58
2020
Q3 		$2.8M Buy
49,155
+662
+1% +$38.9K 0.4% 60
2020
Q2 		$2.78M Buy
48,493
+7,632
+19% +$432K 0.5% 53
2020
Q1 		$2.08M Sell
40,861
-2,260
-5% -$130K 0.47% 52
2019
Q4 		$2.54M Buy
43,121
+28
+0.1% +$1.6K 0.44% 54
2019
Q3 		$2.53M Buy
43,093
+699
+2% +$41.9K 0.45% 55
2019
Q2 		$2.53M Buy
+42,394
New +$2.49M 0.47% 49

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

Mount Yale Investment Advisors's ALC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Alcon (ALC) stake by 12% in Q2 2026, selling an estimated $32.9K and leaving 3,551 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Mount Yale Investment Advisors first reported a position in ALC in Q2 2019 and has held it in 20 quarters since. The position peaked at $3.45M in Q4 2021. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Mount Yale Investment Advisors held 3,551 shares of Alcon worth $238K as of Q2 2026.
  • Mount Yale Investment Advisors sold 470 Alcon shares in Q2 2026, an estimated $32.9K.
  • Alcon made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1081 holding.
  • Mount Yale Investment Advisors first reported a position in Alcon in Q2 2019 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Alcon position peaked at $3.45M in Q4 2021.
  • 632 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.