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Summit Place Financial Advisors’s Alcon ALC Stock Holding History

Summit Place Financial Advisors’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 		$2.91M Buy
43,316
+8,690
+25% +$609K 1.27% 29
2026
Q1 		$2.61M Sell
34,626
-1,034
-3% -$82.5K 1.25% 30
2025
Q4 		$2.81M Buy
35,660
+1,742
+5% +$134K 1.36% 30
2025
Q3 		$2.53M Buy
33,918
+970
+3% +$80.9K 1.19% 31
2025
Q2 		$2.91M Buy
32,948
+150
+0.5% +$13.5K 1.46% 29
2025
Q1 		$3.11M Buy
32,798
+1,531
+5% +$137K 1.76% 24
2024
Q4 		$2.65M Buy
31,267
+235
+0.8% +$21.2K 1.51% 30
2024
Q3 		$3.11M Sell
31,032
-3,107
-9% -$292K 1.73% 24
2024
Q2 		$3.04M Sell
34,139
-164
-0.5% -$14K 1.8% 22
2024
Q1 		$2.86M Buy
34,303
+888
+3% +$71.2K 1.67% 28
2023
Q4 		$2.61M Buy
33,415
+4,256
+15% +$314K 1.71% 26
2023
Q3 		$2.25M Sell
29,159
-1,840
-6% -$151K 1.6% 27
2023
Q2 		$2.55M Sell
30,999
-1,802
-5% -$138K 1.65% 23
2023
Q1 		$2.31M Buy
32,801
+540
+2% +$38.4K 1.64% 27
2022
Q4 		$2.21M Buy
32,261
+2,539
+9% +$162K 1.82% 24
2022
Q3 		$1.73M Buy
29,722
+5,025
+20% +$349K 1.61% 30
2022
Q2 		$1.73M Sell
24,697
-375
-1% -$27.4K 1.45% 21
2022
Q1 		$1.99M Sell
25,072
-230
-0.9% -$17.8K 1.33% 30
2021
Q4 		$2.2M Buy
25,302
+520
+2% +$42.8K 1.52% 31
2021
Q3 		$1.99M Sell
24,782
-1,548
-6% -$119K 1.45% 32
2021
Q2 		$1.85M Buy
26,330
+1,365
+5% +$97.2K 1.36% 37
2021
Q1 		$1.75M Sell
24,965
-3,265
-12% -$231K 1.41% 32
2020
Q4 		$1.86M Buy
28,230
+1,875
+7% +$117K 1.62% 29
2020
Q3 		$1.5M Buy
26,355
+4,400
+20% +$259K 1.51% 29
2020
Q2 		$1.26M Sell
21,955
-290
-1% -$16.4K 1.99% 25
2020
Q1 		$1.13M Sell
22,245
-695
-3% -$40K 2.41% 18
2019
Q4 		$1.3M Buy
+22,940
New +$1.31M 2.06% 23

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

Summit Place Financial Advisors's ALC Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Alcon (ALC) stake by 25% in Q2 2026, buying an estimated $609K and bringing the position to 43,316 shares worth $2.91M. The position accounts for 1.27% of the portfolio, ranked #29.

Summit Place Financial Advisors first reported a position in ALC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.11M in Q1 2025. 630 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Summit Place Financial Advisors held 43,316 shares of Alcon worth $2.91M as of Q2 2026.
  • Summit Place Financial Advisors bought 8,690 Alcon shares in Q2 2026, an estimated $609K.
  • Alcon made up 1.27% of Summit Place Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Summit Place Financial Advisors first reported a position in Alcon in Q4 2019 and has held it in 27 quarters since.
  • Summit Place Financial Advisors's Alcon position peaked at $3.11M in Q1 2025.
  • 630 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.