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United Capital Financial Advisors’s Alcon ALC Stock Holding History

United Capital 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 		$420K Sell
6,255
-748
-11% -$52.4K ﹤0.01% 1207
2026
Q1 		$528K Sell
7,003
-677
-9% -$54K ﹤0.01% 1046
2025
Q4 		$605K Sell
7,680
-71,693
-90% -$5.52M ﹤0.01% 902
2025
Q3 		$5.91M Sell
79,373
-3,577
-4% -$299K 0.04% 276
2025
Q2 		$7.32M Sell
82,950
-12,060
-13% -$1.08M 0.06% 238
2025
Q1 		$9.02M Sell
95,010
-4,880
-5% -$438K 0.08% 196
2024
Q4 		$8.48M Buy
99,890
+12,135
+14% +$1.09M 0.07% 200
2024
Q3 		$8.78M Sell
87,755
-5,322
-6% -$501K 0.07% 202
2024
Q2 		$8.29M Sell
93,077
-2,810
-3% -$240K 0.07% 198
2024
Q1 		$7.99M Sell
95,887
-2,856
-3% -$229K 0.07% 206
2023
Q4 		$7.71M Sell
98,743
-39,789
-29% -$2.94M 0.06% 228
2023
Q3 		$10.7M Sell
138,532
-18,452
-12% -$1.52M 0.07% 219
2023
Q2 		$12.9M Buy
+156,984
New +$12M 0.07% 209
2021
Q2 		– Sell
-2,895
Closed -$203K – 1217
2021
Q1 		$203K Sell
2,895
-1,042
-26% -$73.8K ﹤0.01% 1119
2020
Q4 		$260K Sell
3,937
-45,631
-92% -$2.85M ﹤0.01% 1050
2020
Q3 		$2.82M Sell
49,568
-19,256
-28% -$1.13M 0.02% 430
2020
Q2 		$3.94M Sell
68,824
-3,686
-5% -$209K 0.03% 399
2020
Q1 		$3.69M Sell
72,510
-7,800
-10% -$448K 0.03% 387
2019
Q4 		$4.54M Buy
80,310
+5,695
+8% +$326K 0.03% 441
2019
Q3 		$4.35M Sell
74,615
-15,777
-17% -$947K 0.03% 436
2019
Q2 		$5.61M Buy
+90,392
New +$5.31M 0.04% 399

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

United Capital Financial Advisors's ALC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Alcon (ALC) stake by 11% in Q2 2026, selling an estimated $52.4K and leaving 6,255 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

United Capital Financial Advisors first reported a position in ALC in Q2 2019 and has held it in 21 quarters since. The position peaked at $12.9M in Q2 2023. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • United Capital Financial Advisors held 6,255 shares of Alcon worth $420K as of Q2 2026.
  • United Capital Financial Advisors sold 748 Alcon shares in Q2 2026, an estimated $52.4K.
  • Alcon made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1207 holding.
  • United Capital Financial Advisors first reported a position in Alcon in Q2 2019 and has held it in 21 quarters since.
  • United Capital Financial Advisors's Alcon position peaked at $12.9M in Q2 2023.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.