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Pinnacle Wealth Planning Services’s Alcon ALC Stock Holding History

Pinnacle Wealth Planning Services’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 		$117K Sell
1,738
-964
-36% -$67.5K 0.01% 786
2026
Q1 		$204K Buy
2,702
+181
+7% +$14.4K 0.02% 475
2025
Q4 		$199K Buy
+2,521
New +$194K 0.02% 465
2025
Q1 		– Sell
-3,277
Closed -$278K – 400
2024
Q4 		$278K Sell
3,277
-358
-10% -$32.3K 0.04% 272
2024
Q3 		$364K Sell
3,635
-186
-5% -$17.5K 0.05% 248
2024
Q2 		$340K Sell
3,821
-147
-4% -$12.5K 0.05% 258
2024
Q1 		$330K Buy
3,968
+42
+1% +$3.37K 0.05% 272
2023
Q4 		$307K Sell
3,926
-131
-3% -$9.68K 0.05% 265
2023
Q3 		$313K Buy
4,057
+24
+0.6% +$1.97K 0.05% 246
2023
Q2 		$331K Sell
4,033
-134
-3% -$10.2K 0.05% 241
2023
Q1 		$294K Sell
4,167
-3,715
-47% -$264K 0.05% 275
2022
Q4 		$540K Buy
7,882
+393
+5% +$25.1K 0.1% 150
2022
Q3 		$436K Sell
7,489
-426
-5% -$29.6K 0.08% 160
2022
Q2 		$553K Sell
7,915
-498
-6% -$36.3K 0.1% 139
2022
Q1 		$667K Buy
8,413
+380
+5% +$29.4K 0.12% 129
2021
Q4 		$700K Buy
8,033
+175
+2% +$14.4K 0.14% 113
2021
Q3 		$632K Buy
7,858
+140
+2% +$10.8K 0.14% 113
2021
Q2 		$543K Buy
7,718
+701
+10% +$49.9K 0.13% 124
2021
Q1 		$492K Buy
7,017
+685
+11% +$48.5K 0.13% 130
2020
Q4 		$417K Buy
6,332
+846
+15% +$52.9K 0.1% 132
2020
Q3 		$313K Buy
5,486
+1,091
+25% +$64.2K 0.1% 161
2020
Q2 		$252K Buy
+4,395
New +$249K 0.08% 182
2020
Q1 		– Sell
-3,759
Closed -$212K – 238
2019
Q4 		$212K Sell
3,759
-109
-3% -$6.24K 0.1% 203
2019
Q3 		$225K Buy
+3,868
New +$232K 0.12% 163

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

Pinnacle Wealth Planning Services's ALC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Alcon (ALC) stake by 36% in Q2 2026, selling an estimated $67.5K and leaving 1,738 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #786.

Pinnacle Wealth Planning Services first reported a position in ALC in Q3 2019 and has held it in 24 quarters since. The position peaked at $700K in Q4 2021. 630 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,738 shares of Alcon worth $117K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 964 Alcon shares in Q2 2026, an estimated $67.5K.
  • Alcon made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #786 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alcon in Q3 2019 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Alcon position peaked at $700K in Q4 2021.
  • 630 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.