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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
Q2 		$2.42K Sell
36
-14
-28% -$981 ﹤0.01% 1346
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

SHP Wealth Management's ALC Position: Q2 2026 in Review

SHP Wealth Management reduced its Alcon (ALC) stake by 28% in Q2 2026, selling an estimated $981 and leaving 36 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

SHP Wealth Management first reported a position in ALC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.77K in Q1 2026. 634 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • SHP Wealth Management held 36 shares of Alcon worth $2.42K as of Q2 2026.
  • SHP Wealth Management sold 14 Alcon shares in Q2 2026, an estimated $981.
  • Alcon made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1346 holding.
  • SHP Wealth Management first reported a position in Alcon in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Alcon position peaked at $3.77K in Q1 2026.
  • 634 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.