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Wellspring Financial Advisors’s Alcon ALC Stock Holding History

Wellspring 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 		$718K Sell
10,705
-569
-5% -$39.9K 0.05% 132
2026
Q1 		$849K Buy
+11,274
New +$900K 0.06% 112

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

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

Wellspring Financial Advisors reduced its Alcon (ALC) stake by 5% in Q2 2026, selling an estimated $39.9K and leaving 10,705 shares worth $718K. The position accounts for 0.05% of the portfolio, ranked #132.

Wellspring Financial Advisors first reported a position in ALC in Q1 2026 and has held it in 2 quarters since. The position peaked at $849K in Q1 2026. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Wellspring Financial Advisors held 10,705 shares of Alcon worth $718K as of Q2 2026.
  • Wellspring Financial Advisors sold 569 Alcon shares in Q2 2026, an estimated $39.9K.
  • Alcon made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • Wellspring Financial Advisors first reported a position in Alcon in Q1 2026 and has held it in 2 quarters since.
  • Wellspring Financial Advisors's Alcon position peaked at $849K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.