PlanVest Financial’s Alcon ALC Stock Holding History

PlanVest Financial’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	$1.95K	Hold	29	–	–	﹤0.01%	518
2026 Q1	$2.19K	Buy	+29	New	+$2.31K	﹤0.01%	489

Other funds holding ALC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

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

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

PlanVest Financial's ALC Position: Q2 2026 in Review

PlanVest Financial held its Alcon (ALC) position steady in Q2 2026 at 29 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

PlanVest Financial first reported a position in ALC in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.19K in Q1 2026. 600 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

PlanVest Financial held 29 shares of Alcon worth $1.95K as of Q2 2026.
PlanVest Financial left its Alcon share count unchanged in Q2 2026.
Alcon made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #518 holding.
PlanVest Financial first reported a position in Alcon in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Alcon position peaked at $2.19K in Q1 2026.
600 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.