West Financial Advisors’s Alcon ALC Stock Holding History

West 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 Q1	–	Sell	-19	Closed	-$1.5K	–	197
2025 Q4	$1.5K	Buy	+19	New	+$1.46K	﹤0.01%	207
2022 Q2	–	Sell	-21	Closed	-$2K	–	164
2022 Q1	$2K	Buy	+21	New	+$1.62K	﹤0.01%	173

Other funds holding ALC

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

West Financial Advisors's ALC Position: Q1 2026 in Review

West Financial Advisors sold out of Alcon (ALC) in Q1 2026, closing a stake of 19 shares — an estimated $1.5K sold.

West Financial Advisors first reported a position in ALC in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 651 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

West Financial Advisors reported no remaining Alcon position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 19 Alcon shares in Q1 2026, an estimated $1.5K.
West Financial Advisors first reported a position in Alcon in Q1 2022 and held it in 2 quarters.
West Financial Advisors's Alcon position peaked at $2K in Q1 2022.
651 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.