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Root Financial Partners’s Alcon ALC Stock Holding History

Root Financial Partners’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
-252
Closed -$19K – 500
2026
Q1 		$19K Buy
252
+1
+0.4% +$80 ﹤0.01% 1346
2025
Q4 		$19.8K Buy
251
+2
+0.8% +$154 ﹤0.01% 1193
2025
Q3 		$18.6K Buy
+249
New +$20.8K ﹤0.01% 1156

Other funds holding ALC

CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Root Financial Partners's ALC Position: Q2 2026 in Review

Root Financial Partners sold out of Alcon (ALC) in Q2 2026, closing a stake of 252 shares — an estimated $19K sold.

Root Financial Partners first reported a position in ALC in Q3 2025 and held it in 3 quarters. The position peaked at $19.8K in Q4 2025. 198 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Root Financial Partners reported no remaining Alcon position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 252 Alcon shares in Q2 2026, an estimated $19K.
  • Root Financial Partners first reported a position in Alcon in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Alcon position peaked at $19.8K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.