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 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

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Physician Wealth Advisors's ALC Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Alcon (ALC) stake by 18% in Q2 2026, selling an estimated $8.54K and leaving 547 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Physician Wealth Advisors first reported a position in ALC in Q4 2020 and has held it in 9 quarters since. The position peaked at $205K in Q1 2021. 97 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Physician Wealth Advisors held 547 shares of Alcon worth $36.7K as of Q2 2026.
Physician Wealth Advisors sold 122 Alcon shares in Q2 2026, an estimated $8.54K.
Alcon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #504 holding.
Physician Wealth Advisors first reported a position in Alcon in Q4 2020 and has held it in 9 quarters since.
Physician Wealth Advisors's Alcon position peaked at $205K in Q1 2021.
97 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.