SageView Advisory Group’s Alcon ALC Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-1,478	Closed	-$116K	–	637
2025 Q4	$116K	Buy	+1,478	New	+$114K	﹤0.01%	786

Other funds holding ALC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

SageView Advisory Group's ALC Position: Q1 2026 in Review

SageView Advisory Group sold out of Alcon (ALC) in Q1 2026, closing a stake of 1,478 shares — an estimated $116K sold.

SageView Advisory Group first reported a position in ALC in Q4 2025 and held it in 1 quarter. The position peaked at $116K in Q4 2025. 656 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

SageView Advisory Group reported no remaining Alcon position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,478 Alcon shares in Q1 2026, an estimated $116K.
SageView Advisory Group first reported a position in Alcon in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Alcon position peaked at $116K in Q4 2025.
656 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.