YIA
ALC icon

YHB Investment Advisors’s Alcon ALC Stock Holding History

YHB Investment 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
Q3 		$877K Sell
13,540
-2,879
-18% -$200K 0.06% 179
2026
Q2 		$1.1M Sell
16,419
-935
-5% -$65.5K 0.07% 167
2026
Q1 		$1.31M Sell
17,354
-826
-5% -$65.9K 0.09% 148
2025
Q4 		$1.44M Sell
18,180
-1,114
-6% -$85.8K 0.1% 142
2025
Q3 		$1.44M Sell
19,294
-745
-4% -$62.2K 0.11% 138
2025
Q2 		$1.77M Buy
20,039
+455
+2% +$40.8K 0.14% 128
2025
Q1 		$1.85M Buy
19,584
+210
+1% +$18.8K 0.15% 127
2024
Q4 		$1.64M Sell
19,374
-40
-0.2% -$3.61K 0.14% 130
2024
Q3 		$1.94M Buy
19,414
+299
+2% +$28.1K 0.16% 124
2024
Q2 		$1.7M Buy
19,115
+260
+1% +$22.2K 0.15% 129
2024
Q1 		$1.57M Buy
18,855
+3,915
+26% +$314K 0.14% 132
2023
Q4 		$1.17M Buy
14,940
+840
+6% +$62K 0.11% 137
2023
Q3 		$1.09M Buy
+14,100
New +$1.16M 0.1% 142

Other funds holding ALC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

YHB Investment Advisors's ALC Position: Q3 2026 in Review

YHB Investment Advisors reduced its Alcon (ALC) stake by 18% in Q3 2026, selling an estimated $200K and leaving 13,540 shares worth $877K. The position accounts for 0.06% of the portfolio, ranked #179.

YHB Investment Advisors first reported a position in ALC in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.94M in Q3 2024. 22 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

  • YHB Investment Advisors held 13,540 shares of Alcon worth $877K as of Q3 2026.
  • YHB Investment Advisors sold 2,879 Alcon shares in Q3 2026, an estimated $200K.
  • Alcon made up 0.06% of YHB Investment Advisors's portfolio in Q3 2026, its #179 holding.
  • YHB Investment Advisors first reported a position in Alcon in Q3 2023 and has held it in 13 quarters since.
  • YHB Investment Advisors's Alcon position peaked at $1.94M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.