Wealth Alliance
ALC icon

Wealth Alliance’s Alcon ALC Stock Holding History

Wealth Alliance’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
Q3 		$297K Buy
+4,592
New +$318K 0.02% 443
2026
Q2 		– Sell
-5,323
Closed -$401K – 577
2026
Q1 		$401K Sell
5,323
-16
-0.3% -$1.28K 0.04% 350
2025
Q4 		$421K Buy
+5,339
New +$411K 0.04% 344
2025
Q1 		– Sell
-6,786
Closed -$576K – 517
2024
Q4 		$576K Sell
6,786
-1,907
-22% -$172K 0.07% 235
2024
Q3 		$870K Sell
8,693
-1,733
-17% -$163K 0.1% 181
2024
Q2 		$929K Sell
10,426
-500
-5% -$42.7K 0.12% 163
2024
Q1 		$910K Sell
10,926
-443
-4% -$35.5K 0.12% 171
2023
Q4 		$888K Buy
11,369
+325
+3% +$24K 0.12% 166
2023
Q3 		$851K Sell
11,044
-181
-2% -$14.9K 0.13% 158
2023
Q2 		$922K Sell
11,225
-942
-8% -$71.9K 0.14% 155
2023
Q1 		$858K Buy
12,167
+234
+2% +$16.7K 0.14% 163
2022
Q4 		$818K Buy
11,933
+3,555
+42% +$227K 0.15% 161
2022
Q3 		$488K Sell
8,378
-532
-6% -$36.9K 0.1% 218
2022
Q2 		$623K Buy
8,910
+150
+2% +$10.9K 0.12% 179
2022
Q1 		$695K Sell
8,760
-1,007
-10% -$77.8K 0.14% 155
2021
Q4 		$851K Buy
9,767
+470
+5% +$38.7K 0.17% 134
2021
Q3 		$748K Buy
9,297
+750
+9% +$57.7K 0.17% 140
2021
Q2 		$601K Buy
8,547
+708
+9% +$50.4K 0.14% 172
2021
Q1 		$550K Buy
7,839
+1,283
+20% +$90.8K 0.15% 161
2020
Q4 		$432K Buy
+6,556
New +$410K 0.13% 194

Other funds holding ALC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AKO Capital
AKO Capital London, United Kingdom $3.15B AUM 3.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Wealth Alliance's ALC Position: Q3 2026 in Review

Wealth Alliance opened a new position in Alcon (ALC) in Q3 2026: 4,592 shares worth $297K. The stake represents 0.02% of the portfolio and ranks #443 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in ALC as recently as Q1 2026.

Wealth Alliance first reported a position in ALC in Q4 2020 and has held it in 20 quarters since. The position peaked at $929K in Q2 2024. 499 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

  • Wealth Alliance held 4,592 shares of Alcon worth $297K as of Q3 2026.
  • Alcon was a new Wealth Alliance position in Q3 2026.
  • Alcon made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #443 holding.
  • Wealth Alliance first reported a position in Alcon in Q4 2020 and has held it in 20 quarters since.
  • Wealth Alliance's Alcon position peaked at $929K in Q2 2024.
  • 499 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.