SHP Wealth Management’s Alcon ALC Stock Holding History

SHP 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 Q1	$3.77K	Buy	50 +8	+19%	+$638	﹤0.01%	1138
2025 Q4	$3.31K	Buy	+42	New	+$3.23K	﹤0.01%	1051

Other funds holding ALC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

SHP Wealth Management's ALC Position: Q1 2026 in Review

SHP Wealth Management increased its Alcon (ALC) stake by 19% in Q1 2026, buying an estimated $638 and bringing the position to 50 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

SHP Wealth Management first reported a position in ALC in Q4 2025 and has held it in 2 quarters since. 651 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

SHP Wealth Management held 50 shares of Alcon worth $3.77K as of Q1 2026.
SHP Wealth Management bought 8 Alcon shares in Q1 2026, an estimated $638.
Alcon made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1138 holding.
SHP Wealth Management first reported a position in Alcon in Q4 2025 and has held it in 2 quarters since.
651 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.