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 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

YHB Investment Advisors's ALC Position: Q2 2026 in Review

YHB Investment Advisors reduced its Alcon (ALC) stake by 5.4% in Q2 2026, selling an estimated $65.5K and leaving 16,419 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #167.

YHB Investment Advisors first reported a position in ALC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.94M in Q3 2024. 626 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

YHB Investment Advisors held 16,419 shares of Alcon worth $1.1M as of Q2 2026.
YHB Investment Advisors sold 935 Alcon shares in Q2 2026, an estimated $65.5K.
Alcon made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #167 holding.
YHB Investment Advisors first reported a position in Alcon in Q3 2023 and has held it in 12 quarters since.
YHB Investment Advisors's Alcon position peaked at $1.94M in Q3 2024.
626 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.