AllSquare Wealth Management’s Alcon ALC Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$20.3K	Hold	273	–	–	0.01%	321
2025 Q2	$24.1K	Hold	273	–	–	0.01%	292
2025 Q1	$25.7K	Hold	273	–	–	0.02%	279
2024 Q4	$23.2K	Hold	273	–	–	0.01%	286
2024 Q3	$27.3K	Hold	273	–	–	0.02%	274
2024 Q2	$24.4K	Hold	273	–	–	0.01%	277
2024 Q1	$22.7K	Hold	273	–	–	0.01%	283
2023 Q4	$21.3K	Hold	273	–	–	0.01%	289
2023 Q3	$21.2K	Hold	273	–	–	0.01%	285
2023 Q2	$21.5K	Hold	273	–	–	0.01%	290
2023 Q1	$19.3K	Hold	273	–	–	0.01%	307
2022 Q4	$18.6K	Hold	273	–	–	0.01%	297
2022 Q3	$16K	Hold	273	–	–	0.01%	296
2022 Q2	$19K	Hold	273	–	–	0.01%	291
2022 Q1	$22K	Hold	273	–	–	0.01%	305
2021 Q4	$24K	Hold	273	–	–	0.01%	305
2021 Q3	$22K	Hold	273	–	–	0.01%	297
2021 Q2	$19K	Hold	273	–	–	0.01%	324
2021 Q1	$19K	Hold	273	–	–	0.01%	312
2020 Q4	$18K	Sell	273 -22	-7%	-$1.38K	0.01%	288
2020 Q3	$17K	Hold	295	–	–	0.01%	279
2020 Q2	$17K	Hold	295	–	–	0.01%	273
2020 Q1	$15K	Hold	295	–	–	0.01%	264
2019 Q4	$17K	Hold	295	–	–	0.01%	273
2019 Q3	$17K	Hold	295	–	–	0.01%	269
2019 Q2	$18K	Buy	+295	New	+$17.3K	0.01%	272

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

AllSquare Wealth Management's ALC Position: Q3 2025 in Review

AllSquare Wealth Management held its Alcon (ALC) position steady in Q3 2025 at 273 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #321.

AllSquare Wealth Management first reported a position in ALC in Q2 2019 and has held it in 26 quarters since. The position peaked at $27.3K in Q3 2024. 637 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

AllSquare Wealth Management held 273 shares of Alcon worth $20.3K as of Q3 2025.
AllSquare Wealth Management left its Alcon share count unchanged in Q3 2025.
Alcon made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #321 holding.
AllSquare Wealth Management first reported a position in Alcon in Q2 2019 and has held it in 26 quarters since.
AllSquare Wealth Management's Alcon position peaked at $27.3K in Q3 2024.
637 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.