Navigoe Wealth Management’s Alcon ALC Stock Holding History

Navigoe 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 Q1	–	Sell	-202	Closed	-$15K	–	218
2025 Q4	$15K	Hold	202	–	–	0.01%	125
2025 Q3	$15K	Buy	+202	New	+$16.9K	0.01%	126

Other funds holding ALC

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Navigoe Wealth Management's ALC Position: Q1 2026 in Review

Navigoe Wealth Management sold out of Alcon (ALC) in Q1 2026, closing a stake of 202 shares — an estimated $15K sold.

Navigoe Wealth Management first reported a position in ALC in Q3 2025 and held it in 2 quarters. The position peaked at $15K in Q4 2025. 653 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Navigoe Wealth Management reported no remaining Alcon position as of Q1 2026 after selling out during the quarter.
Navigoe Wealth Management sold 202 Alcon shares in Q1 2026, an estimated $15K.
Navigoe Wealth Management first reported a position in Alcon in Q3 2025 and held it in 2 quarters.
Navigoe Wealth Management's Alcon position peaked at $15K in Q4 2025.
653 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.