Ritholtz Wealth Management’s Alcon ALC Stock Holding History

Ritholtz Wealth Management’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	–	Sell	-4,775	Closed	-$360K	–	1316
2026 Q1	$360K	Sell	4,775 -838	-15%	-$66.9K	0.01%	909
2025 Q4	$442K	Buy	5,613 +1,945	+53%	+$150K	0.01%	756
2025 Q3	$273K	Buy	3,668 +1,276	+53%	+$106K	0.01%	874
2025 Q2	$211K	Buy	2,392 +39	+2%	+$3.5K	﹤0.01%	899
2025 Q1	$223K	Sell	2,353 -250	-10%	-$22.4K	0.01%	831
2024 Q4	$221K	Sell	2,603 -4,548	-64%	-$410K	0.01%	796
2024 Q3	$716K	Buy	7,151 +4,655	+186%	+$438K	0.02%	463
2024 Q2	$222K	Buy	+2,496	New	+$213K	0.01%	738

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

Ritholtz Wealth Management's ALC Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of Alcon (ALC) in Q2 2026, closing a stake of 4,775 shares — an estimated $360K sold.

Ritholtz Wealth Management first reported a position in ALC in Q2 2024 and held it in 8 quarters. The position peaked at $716K in Q3 2024. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Ritholtz Wealth Management reported no remaining Alcon position as of Q2 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 4,775 Alcon shares in Q2 2026, an estimated $360K.
Ritholtz Wealth Management first reported a position in Alcon in Q2 2024 and held it in 8 quarters.
Ritholtz Wealth Management's Alcon position peaked at $716K in Q3 2024.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.