Principia Wealth Advisory’s Alcon ALC Stock Holding History

Principia Wealth Advisory’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	$1.61K	Sell	24 -15	-38%	-$1.05K	﹤0.01%	646
2026 Q1	$2.94K	Buy	39 +11	+39%	+$878	﹤0.01%	415
2025 Q4	$2.21K	Buy	28 +19	+211%	+$1.46K	﹤0.01%	433
2025 Q3	$671	Sell	9 -1	-10%	-$83	﹤0.01%	734
2025 Q2	$883	Buy	+10	New	+$897	﹤0.01%	608

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 $416B AUM 44.19% 1-Year Est. Return

Principia Wealth Advisory's ALC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Alcon (ALC) stake by 38% in Q2 2026, selling an estimated $1.05K and leaving 24 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Principia Wealth Advisory first reported a position in ALC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.94K in Q1 2026. 628 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Principia Wealth Advisory held 24 shares of Alcon worth $1.61K as of Q2 2026.
Principia Wealth Advisory sold 15 Alcon shares in Q2 2026, an estimated $1.05K.
Alcon made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #646 holding.
Principia Wealth Advisory first reported a position in Alcon in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Alcon position peaked at $2.94K in Q1 2026.
628 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.