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Summit Trail Advisors’s Alcon ALC Stock Holding History

Summit Trail 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 		$228K Sell
3,405
-3,579
-51% -$251K ﹤0.01% 1399
2026
Q1 		$526K Buy
+6,984
New +$557K 0.01% 1151

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

Summit Trail Advisors's ALC Position: Q2 2026 in Review

Summit Trail Advisors reduced its Alcon (ALC) stake by 51% in Q2 2026, selling an estimated $251K and leaving 3,405 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Summit Trail Advisors first reported a position in ALC in Q1 2026 and has held it in 2 quarters since. The position peaked at $526K in Q1 2026. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Summit Trail Advisors held 3,405 shares of Alcon worth $228K as of Q2 2026.
  • Summit Trail Advisors sold 3,579 Alcon shares in Q2 2026, an estimated $251K.
  • Alcon made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1399 holding.
  • Summit Trail Advisors first reported a position in Alcon in Q1 2026 and has held it in 2 quarters since.
  • Summit Trail Advisors's Alcon position peaked at $526K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.