Physician Wealth Advisors’s Alcon ALC Stock Holding History

Physician Wealth 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 Q3	$37.2K	Buy	574 +27	+5%	+$1.87K	﹤0.01%	534
2026 Q2	$36.7K	Sell	547 -122	-18%	-$8.54K	﹤0.01%	504
2026 Q1	$50.4K	Sell	669 -1	-0.1%	-$80	0.01%	400
2025 Q4	$52.8K	Buy	670 +32	+5%	+$2.46K	0.01%	381
2025 Q3	$47.5K	Sell	638 -9	-1%	-$751	0.01%	384
2025 Q2	$57.1K	Buy	647 +14	+2%	+$1.26K	0.01%	326
2025 Q1	$60.1K	Hold	633	–	–	0.01%	307
2024 Q4	$53.7K	Buy	+633	New	+$57.1K	0.01%	335
2021 Q2	–	Sell	-2,841	Closed	-$205K	–	152
2021 Q1	$205K	Hold	2,841	–	–	0.07%	140
2020 Q4	$204K	Buy	+2,841	New	+$178K	0.07%	136

Other funds holding ALC

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Physician Wealth Advisors's ALC Position: Q3 2026 in Review

Physician Wealth Advisors increased its Alcon (ALC) stake by 4.9% in Q3 2026, buying an estimated $1.87K and bringing the position to 574 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Physician Wealth Advisors first reported a position in ALC in Q4 2020 and has held it in 10 quarters since. The position peaked at $205K in Q1 2021. 357 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

Physician Wealth Advisors held 574 shares of Alcon worth $37.2K as of Q3 2026.
Physician Wealth Advisors bought 27 Alcon shares in Q3 2026, an estimated $1.87K.
Alcon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #534 holding.
Physician Wealth Advisors first reported a position in Alcon in Q4 2020 and has held it in 10 quarters since.
Physician Wealth Advisors's Alcon position peaked at $205K in Q1 2021.
357 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.