SimplyRich’s Alcon ALC Stock Holding History

SimplyRich’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	$257K	Sell	3,841 -736	-16%	-$51.5K	0.06%	156
2026 Q1	$344K	Sell	4,577 -61	-1%	-$4.87K	0.09%	186
2025 Q4	$365K	Sell	4,638 -25	-0.5%	-$1.93K	0.1%	158
2025 Q3	$347K	Sell	4,663 -605	-11%	-$50.5K	0.09%	167
2025 Q2	$465K	Hold	5,268	–	–	0.13%	149
2025 Q1	$500K	Hold	5,268	–	–	0.14%	144
2024 Q4	$447K	Sell	5,268 -606	-10%	-$54.6K	0.13%	143
2024 Q3	$587K	Buy	5,874 +731	+14%	+$68.8K	0.16%	119
2024 Q2	$458K	Buy	5,143 +61	+1%	+$5.21K	0.15%	119
2024 Q1	$424K	Buy	5,082 +77	+2%	+$6.18K	0.14%	123
2023 Q4	$391K	Sell	5,005 -37	-0.7%	-$2.73K	0.13%	125
2023 Q3	$388K	Buy	5,042 +9	+0.2%	+$740	0.19%	105
2023 Q2	$413K	Buy	5,033 +36	+0.7%	+$2.75K	0.15%	124
2023 Q1	$352K	Buy	4,997 +253	+5%	+$18K	0.13%	133
2022 Q4	$325K	Buy	+4,744	New	+$303K	0.13%	136
2022 Q3	–	Sell	-3,225	Closed	-$225K	–	154
2022 Q2	$225K	Hold	3,225	–	–	0.09%	151
2022 Q1	$255K	Hold	3,225	–	–	0.09%	155
2021 Q4	$281K	Hold	3,225	–	–	0.09%	153
2021 Q3	$259K	Hold	3,225	–	–	0.09%	153
2021 Q2	$226K	Hold	3,225	–	–	0.1%	149
2021 Q1	$226K	Hold	3,225	–	–	0.09%	155
2020 Q4	$213K	Buy	+3,225	New	+$202K	0.1%	147
2019 Q3	–	Sell	-3,302	Closed	-$205K	–	151
2019 Q2	$205K	Buy	+3,302	New	+$194K	0.11%	149

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 $416B AUM 44.19% 1-Year Est. Return

SimplyRich's ALC Position: Q2 2026 in Review

SimplyRich reduced its Alcon (ALC) stake by 16% in Q2 2026, selling an estimated $51.5K and leaving 3,841 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #156.

SimplyRich first reported a position in ALC in Q2 2019 and has held it in 23 quarters since. The position peaked at $587K in Q3 2024. 630 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

SimplyRich held 3,841 shares of Alcon worth $257K as of Q2 2026.
SimplyRich sold 736 Alcon shares in Q2 2026, an estimated $51.5K.
Alcon made up 0.06% of SimplyRich's portfolio in Q2 2026, its #156 holding.
SimplyRich first reported a position in Alcon in Q2 2019 and has held it in 23 quarters since.
SimplyRich's Alcon position peaked at $587K in Q3 2024.
630 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.