Root Financial Partners
ALC icon

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
Q3 		$22.1K Buy
+342
New +$23.7K ﹤0.01% 1498
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AKO Capital
AKO Capital London, United Kingdom $3.15B AUM 3.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Root Financial Partners's ALC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alcon (ALC) in Q3 2026: 342 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALC as recently as Q1 2026.

Root Financial Partners first reported a position in ALC in Q3 2025 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

  • Root Financial Partners held 342 shares of Alcon worth $22.1K as of Q3 2026.
  • Alcon was a new Root Financial Partners position in Q3 2026.
  • Alcon made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1498 holding.
  • Root Financial Partners first reported a position in Alcon in Q3 2025 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.