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Simplicity Wealth’s Alcon ALC Stock Holding History

Simplicity Wealth’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
-2,703
Closed -$213K – 750
2025
Q4 		$213K Sell
2,703
-90
-3% -$6.93K 0.01% 656
2025
Q3 		$208K Buy
+2,793
New +$233K 0.01% 672
2024
Q3 		– Sell
-3,425
Closed -$305K – 512
2024
Q2 		$305K Buy
3,425
+367
+12% +$31.3K 0.01% 938
2024
Q1 		$255K Buy
+3,058
New +$245K 0.01% 979

Other funds holding ALC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Simplicity Wealth's ALC Position: Q1 2026 in Review

Simplicity Wealth sold out of Alcon (ALC) in Q1 2026, closing a stake of 2,703 shares — an estimated $213K sold.

Simplicity Wealth first reported a position in ALC in Q1 2024 and held it in 4 quarters. The position peaked at $305K in Q2 2024. 653 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Simplicity Wealth reported no remaining Alcon position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 2,703 Alcon shares in Q1 2026, an estimated $213K.
  • Simplicity Wealth first reported a position in Alcon in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Alcon position peaked at $305K in Q2 2024.
  • 653 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.