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Perigon Wealth Management’s Alcon ALC Stock Holding History

Perigon 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 		– Sell
-3,724
Closed -$281K – 1442
2026
Q1 		$281K Buy
3,724
+136
+4% +$10.9K 0.01% 1045
2025
Q4 		$283K Buy
3,588
+48
+1% +$3.7K 0.01% 1041
2025
Q3 		$264K Buy
3,540
+9
+0.3% +$751 0.01% 1026
2025
Q2 		$312K Buy
3,531
+546
+18% +$49K 0.01% 830
2025
Q1 		$283K Sell
2,985
-188
-6% -$16.9K 0.01% 834
2024
Q4 		$267K Sell
3,173
-42
-1% -$3.79K 0.01% 864
2024
Q3 		$322K Sell
3,215
-62
-2% -$5.83K 0.01% 762
2024
Q2 		$292K Buy
3,277
+16
+0.5% +$1.36K 0.01% 699
2024
Q1 		$272K Buy
3,261
+224
+7% +$18K 0.01% 712
2023
Q4 		$237K Buy
3,037
+4
+0.1% +$295 0.01% 741
2023
Q3 		$234K Sell
3,033
-130
-4% -$10.7K 0.01% 683
2023
Q2 		$260K Buy
+3,163
New +$242K 0.01% 660
2021
Q1 		– Sell
-368
Closed -$24K – 502
2020
Q4 		$24K Buy
+368
New +$23K ﹤0.01% 976

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

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

Perigon Wealth Management sold out of Alcon (ALC) in Q2 2026, closing a stake of 3,724 shares — an estimated $281K sold.

Perigon Wealth Management first reported a position in ALC in Q4 2020 and held it in 13 quarters. The position peaked at $322K in Q3 2024. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Perigon Wealth Management reported no remaining Alcon position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 3,724 Alcon shares in Q2 2026, an estimated $281K.
  • Perigon Wealth Management first reported a position in Alcon in Q4 2020 and held it in 13 quarters.
  • Perigon Wealth Management's Alcon position peaked at $322K in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.