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Avidian Wealth Enterprises’s Alcon ALC Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-2,405
Closed -$212K – 583
2025
Q2 		$212K Sell
2,405
-11
-0.5% -$987 0.01% 516
2025
Q1 		$229K Buy
2,416
+12
+0.5% +$1.08K 0.01% 479
2024
Q4 		$204K Hold
2,404
– – 0.01% 486
2024
Q3 		$241K Sell
2,404
-292
-11% -$27.5K 0.01% 445
2024
Q2 		$240K Buy
2,696
+49
+2% +$4.18K 0.01% 439
2024
Q1 		$220K Buy
+2,647
New +$212K 0.01% 406

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 $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Avidian Wealth Enterprises's ALC Position: Q3 2025 in Review

Avidian Wealth Enterprises sold out of Alcon (ALC) in Q3 2025, closing a stake of 2,405 shares — an estimated $212K sold.

Avidian Wealth Enterprises first reported a position in ALC in Q1 2024 and held it in 6 quarters. The position peaked at $241K in Q3 2024. 638 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

  • Avidian Wealth Enterprises reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,405 Alcon shares in Q3 2025, an estimated $212K.
  • Avidian Wealth Enterprises first reported a position in Alcon in Q1 2024 and held it in 6 quarters.
  • Avidian Wealth Enterprises's Alcon position peaked at $241K in Q3 2024.
  • 638 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2025, filed 30 Oct 2025.