Waverly Advisors’s Alcon ALC Stock Holding History

Waverly 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	$446K	Sell	6,649 -311	-4%	-$21.8K	﹤0.01%	1230
2026 Q1	$524K	Sell	6,960 -1,782	-20%	-$142K	﹤0.01%	1061
2025 Q4	$689K	Buy	8,742 +3,814	+77%	+$294K	0.01%	883
2025 Q3	$367K	Buy	4,928 +69	+1%	+$5.76K	﹤0.01%	967
2025 Q2	$429K	Buy	4,859 +112	+2%	+$10K	﹤0.01%	846
2025 Q1	$451K	Buy	4,747 +490	+12%	+$44K	0.01%	810
2024 Q4	$361K	Buy	+4,257	New	+$384K	0.01%	768

Other funds holding ALC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Waverly Advisors's ALC Position: Q2 2026 in Review

Waverly Advisors reduced its Alcon (ALC) stake by 4.5% in Q2 2026, selling an estimated $21.8K and leaving 6,649 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Waverly Advisors first reported a position in ALC in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q4 2025. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Waverly Advisors held 6,649 shares of Alcon worth $446K as of Q2 2026.
Waverly Advisors sold 311 Alcon shares in Q2 2026, an estimated $21.8K.
Alcon made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1230 holding.
Waverly Advisors first reported a position in Alcon in Q4 2024 and has held it in 7 quarters since.
Waverly Advisors's Alcon position peaked at $689K in Q4 2025.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.