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Whipplewood Advisors’s Alcon ALC Stock Holding History

Whipplewood 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 		$3.42K Sell
51
-103
-67% -$7.21K ﹤0.01% 363
2026
Q1 		$11.6K Buy
154
+140
+1,000% +$11.2K 0.01% 465
2025
Q4 		$1.1K Buy
+14
New +$1.08K ﹤0.01% 396
2025
Q3 		– Sell
-422
Closed -$37.3K – 326
2025
Q2 		$37.3K Sell
422
-10,633
-96% -$954K 0.02% 365
2025
Q1 		$34.4K Buy
11,055
+10,686
+2,896% +$959K 0.02% 366
2024
Q4 		$31.3K Buy
+369
New +$33.3K 0.02% 383

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

Whipplewood Advisors's ALC Position: Q2 2026 in Review

Whipplewood Advisors reduced its Alcon (ALC) stake by 67% in Q2 2026, selling an estimated $7.21K and leaving 51 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Whipplewood Advisors first reported a position in ALC in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.3K in Q2 2025. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Whipplewood Advisors held 51 shares of Alcon worth $3.42K as of Q2 2026.
  • Whipplewood Advisors sold 103 Alcon shares in Q2 2026, an estimated $7.21K.
  • Alcon made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #363 holding.
  • Whipplewood Advisors first reported a position in Alcon in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Alcon position peaked at $37.3K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.