San Luis Wealth Advisors’s Alcon ALC Stock Holding History

San Luis Wealth Advisors’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	$222K	Sell	3,308 -154	-4%	-$10.8K	0.03%	170
2026 Q1	$261K	Sell	3,462 -35	-1%	-$2.79K	0.04%	150
2025 Q4	$276K	Hold	3,497	–	–	0.05%	156
2025 Q3	$261K	Buy	3,497 +351	+11%	+$29.3K	0.05%	157
2025 Q2	$278K	Hold	3,146	–	–	0.06%	121
2025 Q1	$299K	Hold	3,146	–	–	0.07%	114
2024 Q4	$267K	Sell	3,146 -4	-0.1%	-$361	0.05%	126
2024 Q3	$315K	Buy	+3,150	New	+$296K	0.07%	115
2022 Q2	–	Sell	-53	Closed	-$5K	–	79
2022 Q1	$5K	Buy	+53	New	+$4.1K	﹤0.01%	397

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

San Luis Wealth Advisors's ALC Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Alcon (ALC) stake by 4.4% in Q2 2026, selling an estimated $10.8K and leaving 3,308 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #170.

San Luis Wealth Advisors first reported a position in ALC in Q1 2022 and has held it in 9 quarters since. The position peaked at $315K in Q3 2024. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

San Luis Wealth Advisors held 3,308 shares of Alcon worth $222K as of Q2 2026.
San Luis Wealth Advisors sold 154 Alcon shares in Q2 2026, an estimated $10.8K.
Alcon made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #170 holding.
San Luis Wealth Advisors first reported a position in Alcon in Q1 2022 and has held it in 9 quarters since.
San Luis Wealth Advisors's Alcon position peaked at $315K in Q3 2024.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.