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Twin Peaks Wealth Advisors’s Alcon ALC Stock Holding History

Twin Peaks Wealth 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
Q1 		$11.2K Buy
+148
New +$11.8K ﹤0.01% 1000
2025
Q3 		– Sell
-182
Closed -$15.7K – 231
2025
Q2 		$15.7K Buy
+182
New +$16.3K 0.01% 705

Other funds holding ALC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's ALC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Alcon (ALC) in Q1 2026: 148 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ALC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ALC in Q2 2025 and has held it in 2 quarters since. The position peaked at $15.7K in Q2 2025. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 148 shares of Alcon worth $11.2K as of Q1 2026.
  • Alcon was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Alcon made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1000 holding.
  • Twin Peaks Wealth Advisors first reported a position in Alcon in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Alcon position peaked at $15.7K in Q2 2025.
  • 650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.