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Steward Partners Investment Advisory’s Alcon ALC Stock Holding History

Steward Partners Investment Advisory’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 		$111K Sell
1,654
-562
-25% -$39.4K ﹤0.01% 2534
2026
Q1 		$167K Sell
2,216
-209
-9% -$16.7K ﹤0.01% 2107
2025
Q4 		$191K Buy
2,425
+152
+7% +$11.7K ﹤0.01% 1954
2025
Q3 		$169K Sell
2,273
-108
-5% -$9.01K ﹤0.01% 1950
2025
Q2 		$210K Sell
2,381
-23
-1% -$2.06K ﹤0.01% 1741
2025
Q1 		$228K Sell
2,404
-109
-4% -$9.78K ﹤0.01% 1582
2024
Q4 		$213K Buy
2,513
+225
+10% +$20.3K ﹤0.01% 1572
2024
Q3 		$229K Sell
2,288
-414
-15% -$38.9K ﹤0.01% 1463
2024
Q2 		$241K Buy
2,702
+1,032
+62% +$88.1K ﹤0.01% 1361
2024
Q1 		$139K Sell
1,670
-123
-7% -$9.87K ﹤0.01% 1600
2023
Q4 		$140K Sell
1,793
-5
-0.3% -$369 ﹤0.01% 1527
2023
Q3 		$139K Buy
1,798
+171
+11% +$14.1K ﹤0.01% 1427
2023
Q2 		$134K Sell
1,627
-809
-33% -$61.8K ﹤0.01% 1445
2023
Q1 		$172K Buy
2,436
+957
+65% +$68.1K ﹤0.01% 1359
2022
Q4 		$101K Sell
1,479
-295
-17% -$18.8K ﹤0.01% 1543
2022
Q3 		$103K Sell
1,774
-226
-11% -$15.7K ﹤0.01% 1484
2022
Q2 		$140K Sell
2,000
-178
-8% -$13K ﹤0.01% 1352
2022
Q1 		$173K Sell
2,178
-334
-13% -$25.8K ﹤0.01% 1357
2021
Q4 		$222K Sell
2,512
-489
-16% -$40.3K ﹤0.01% 1266
2021
Q3 		$245K Buy
3,001
+1,277
+74% +$98.3K ﹤0.01% 1190
2021
Q2 		$121K Sell
1,724
-710
-29% -$50.6K ﹤0.01% 1986
2021
Q1 		$171K Buy
2,434
+712
+41% +$50.4K ﹤0.01% 1370
2020
Q4 		$115K Buy
1,722
+220
+15% +$13.8K ﹤0.01% 1311
2020
Q3 		$85K Sell
1,502
-1,127
-43% -$66.3K ﹤0.01% 1277
2020
Q2 		$151K Buy
2,629
+157
+6% +$8.89K ﹤0.01% 972
2020
Q1 		$126K Sell
2,472
-298
-11% -$17.1K ﹤0.01% 921
2019
Q4 		$156K Sell
2,770
-107
-4% -$6.13K ﹤0.01% 959
2019
Q3 		$167K Sell
2,877
-1,074
-27% -$64.4K 0.01% 898
2019
Q2 		$243K Buy
+3,951
New +$232K 0.01% 753

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

Steward Partners Investment Advisory's ALC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Alcon (ALC) stake by 25% in Q2 2026, selling an estimated $39.4K and leaving 1,654 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

Steward Partners Investment Advisory first reported a position in ALC in Q2 2019 and has held it in 29 quarters since. The position peaked at $245K in Q3 2021. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Steward Partners Investment Advisory held 1,654 shares of Alcon worth $111K as of Q2 2026.
  • Steward Partners Investment Advisory sold 562 Alcon shares in Q2 2026, an estimated $39.4K.
  • Alcon made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2534 holding.
  • Steward Partners Investment Advisory first reported a position in Alcon in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Alcon position peaked at $245K in Q3 2021.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.