AWM
ALC icon

Avior Wealth Management’s Alcon ALC Stock Holding History

Avior 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
Q1 		– Sell
-1,032
Closed -$87.6K – 781
2024
Q4 		$87.6K Hold
1,032
– – ﹤0.01% 945
2024
Q3 		$103K Buy
1,032
+16
+2% +$1.5K ﹤0.01% 881
2024
Q2 		$90.5K Sell
1,016
-595
-37% -$50.8K ﹤0.01% 893
2024
Q1 		$134K Buy
1,611
+595
+59% +$47.7K 0.01% 841
2023
Q4 		$79.4K Hold
1,016
– – ﹤0.01% 654
2023
Q3 		$78.3K Hold
1,016
– – 0.01% 674
2023
Q2 		$83.4K Hold
1,016
– – 0.01% 660
2023
Q1 		$71.7K Hold
1,016
– – ﹤0.01% 702
2022
Q4 		$69.6K Hold
1,016
– – 0.01% 576
2022
Q3 		$59K Hold
1,016
– – ﹤0.01% 582
2022
Q2 		$71K Hold
1,016
– – 0.01% 528
2022
Q1 		$80K Hold
1,016
– – 0.01% 536
2021
Q4 		$88K Buy
1,016
+1,000
+6,250% +$82.4K 0.01% 516
2021
Q3 		$1K Hold
16
– – ﹤0.01% 966
2021
Q2 		$1K Hold
16
– – ﹤0.01% 935
2021
Q1 		$1K Sell
16
-30
-65% -$2.12K ﹤0.01% 933
2020
Q4 		$3K Buy
46
+30
+188% +$1.88K ﹤0.01% 826
2020
Q3 		$0 Buy
16
+5
+45% +$294 ﹤0.01% 912
2020
Q2 		$0 Hold
11
– – ﹤0.01% 887
2020
Q1 		$0 Sell
11
-327
-97% -$18.8K ﹤0.01% 758
2019
Q4 		$18K Sell
338
-823
-71% -$47.1K ﹤0.01% 537
2019
Q3 		$67K Buy
+1,161
New +$69.7K 0.01% 442

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Avior Wealth Management's ALC Position: Q1 2025 in Review

Avior Wealth Management sold out of Alcon (ALC) in Q1 2025, closing a stake of 1,032 shares — an estimated $87.6K sold.

Avior Wealth Management first reported a position in ALC in Q3 2019 and held it in 22 quarters. The position peaked at $134K in Q1 2024. 659 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

  • Avior Wealth Management reported no remaining Alcon position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,032 Alcon shares in Q1 2025, an estimated $87.6K.
  • Avior Wealth Management first reported a position in Alcon in Q3 2019 and held it in 22 quarters.
  • Avior Wealth Management's Alcon position peaked at $134K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.