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Spire Wealth Management’s Alcon ALC Stock Holding History

Spire 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 		$16.2K Sell
241
-10
-4% -$700 ﹤0.01% 1511
2026
Q1 		$18.9K Hold
251
– – ﹤0.01% 1443
2025
Q4 		$19.8K Sell
251
-139
-36% -$10.7K ﹤0.01% 1487
2025
Q3 		$29.1K Sell
390
-19
-5% -$1.59K ﹤0.01% 1401
2025
Q2 		$36.1K Sell
409
-10
-2% -$897 ﹤0.01% 1313
2025
Q1 		$39.8K Sell
419
-81
-16% -$7.27K ﹤0.01% 1362
2024
Q4 		$42.4K Buy
500
+76
+18% +$6.85K ﹤0.01% 1341
2024
Q3 		$42.4K Hold
424
– – ﹤0.01% 1183
2024
Q2 		$37.8K Sell
424
-27
-6% -$2.3K ﹤0.01% 1219
2024
Q1 		$37.6K Sell
451
-29
-6% -$2.33K ﹤0.01% 1308
2023
Q4 		$37.3K Hold
480
– – ﹤0.01% 1300
2023
Q3 		$37K Sell
480
-3
-0.6% -$247 ﹤0.01% 1281
2023
Q2 		$39.7K Sell
483
-50
-9% -$3.82K ﹤0.01% 1295
2023
Q1 		$37.6K Buy
533
+154
+41% +$11K ﹤0.01% 1326
2022
Q4 		$26K Hold
379
– – ﹤0.01% 1254
2022
Q3 		$22K Sell
379
-260
-41% -$18K ﹤0.01% 1284
2022
Q2 		$45K Buy
639
+120
+23% +$8.76K ﹤0.01% 1329
2022
Q1 		$41K Sell
519
-869
-63% -$67.2K ﹤0.01% 1516
2021
Q4 		$122K Buy
1,388
+947
+215% +$78K ﹤0.01% 1315
2021
Q3 		$35K Sell
441
-146
-25% -$11.2K ﹤0.01% 1617
2021
Q2 		$41K Sell
587
-1,297
-69% -$92.4K ﹤0.01% 1556
2021
Q1 		$131K Buy
+1,884
New +$133K ﹤0.01% 1264

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 $413B AUM 44.57% 1-Year Est. Return

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

Spire Wealth Management reduced its Alcon (ALC) stake by 4% in Q2 2026, selling an estimated $700 and leaving 241 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Spire Wealth Management first reported a position in ALC in Q1 2021 and has held it in 22 quarters since. The position peaked at $131K in Q1 2021. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Spire Wealth Management held 241 shares of Alcon worth $16.2K as of Q2 2026.
  • Spire Wealth Management sold 10 Alcon shares in Q2 2026, an estimated $700.
  • Alcon made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1511 holding.
  • Spire Wealth Management first reported a position in Alcon in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Alcon position peaked at $131K in Q1 2021.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.