AAS
ALC icon

Avantax Advisory Services’s Alcon ALC Stock Holding History

Avantax Advisory Services’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
Q2 		$547K Sell
6,199
-499
-7% -$44.8K ﹤0.01% 1532
2025
Q1 		$636K Sell
6,698
-19,952
-75% -$1.79M ﹤0.01% 1358
2024
Q4 		$2.26M Sell
26,650
-3,383
-11% -$305K 0.01% 660
2024
Q3 		$3.01M Sell
30,033
-7,985
-21% -$751K 0.02% 545
2024
Q2 		$3.39M Buy
+38,018
New +$3.24M 0.02% 491

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Advisory Services's ALC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Alcon (ALC) stake by 7.4% in Q2 2025, selling an estimated $44.8K and leaving 6,199 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Avantax Advisory Services first reported a position in ALC in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.39M in Q2 2024. 653 funds tracked by Wall St. Rank hold ALC as of Q2 2025.

  • Avantax Advisory Services held 6,199 shares of Alcon worth $547K as of Q2 2025.
  • Avantax Advisory Services sold 499 Alcon shares in Q2 2025, an estimated $44.8K.
  • Alcon made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1532 holding.
  • Avantax Advisory Services first reported a position in Alcon in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Alcon position peaked at $3.39M in Q2 2024.
  • 653 funds tracked by Wall St. Rank held Alcon as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.