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Valeo Financial Advisors’s Alcon ALC Stock Holding History

Valeo 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 		– Sell
-2,901
Closed -$219K – 841
2026
Q1 		$219K Sell
2,901
-1,032
-26% -$82.3K 0.01% 660
2025
Q4 		$310K Buy
3,933
+1,135
+41% +$87.4K 0.01% 611
2025
Q3 		$209K Sell
2,798
-89
-3% -$7.43K ﹤0.01% 743
2025
Q2 		$255K Buy
2,887
+193
+7% +$17.3K 0.01% 632
2025
Q1 		$256K Buy
2,694
+12
+0.4% +$1.08K 0.01% 570
2024
Q4 		$228K Buy
2,682
+61
+2% +$5.5K 0.01% 634
2024
Q3 		$262K Buy
2,621
+214
+9% +$20.1K 0.01% 572
2024
Q2 		$214K Sell
2,407
-184
-7% -$15.7K 0.01% 595
2024
Q1 		$206K Buy
+2,591
New +$208K 0.01% 603
2023
Q4 		– Sell
-2,661
Closed -$205K – 667
2023
Q3 		$205K Buy
2,661
+45
+2% +$3.7K 0.01% 563
2023
Q2 		$215K Buy
+2,616
New +$200K 0.01% 527
2023
Q1 		– Sell
-2,975
Closed -$204K – 638
2022
Q4 		$204K Buy
+2,975
New +$190K 0.01% 485
2022
Q2 		– Sell
-3,200
Closed -$254K – 519
2022
Q1 		$254K Sell
3,200
-435
-12% -$33.6K 0.01% 487
2021
Q4 		$317K Buy
3,635
+129
+4% +$10.6K 0.02% 399
2021
Q3 		$282K Buy
+3,506
New +$270K 0.02% 417
2021
Q2 		– Sell
-2,348
Closed -$165K – 556
2021
Q1 		$165K Buy
2,348
+520
+28% +$36.8K 0.01% 486
2020
Q4 		$121K Sell
1,828
-546
-23% -$34.2K 0.01% 521
2020
Q3 		$135K Sell
2,374
-367
-13% -$21.6K 0.01% 410
2020
Q2 		$157K Buy
2,741
+671
+32% +$38K 0.01% 374
2020
Q1 		$110K Buy
2,070
+1,077
+108% +$61.9K 0.01% 401
2019
Q4 		$56K Buy
993
+60
+6% +$3.44K 0.01% 603
2019
Q3 		$54K Buy
+933
New +$56K 0.01% 574

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

Valeo Financial Advisors's ALC Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Alcon (ALC) in Q2 2026, closing a stake of 2,901 shares — an estimated $219K sold.

Valeo Financial Advisors first reported a position in ALC in Q3 2019 and held it in 22 quarters. The position peaked at $317K in Q4 2021. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Alcon position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,901 Alcon shares in Q2 2026, an estimated $219K.
  • Valeo Financial Advisors first reported a position in Alcon in Q3 2019 and held it in 22 quarters.
  • Valeo Financial Advisors's Alcon position peaked at $317K in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.