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Baron Wealth Management’s Alcon ALC Stock Holding History

Baron 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 		– Sell
-2,589
Closed -$229K – 250
2025
Q2 		$229K Sell
2,589
-861
-25% -$77.2K 0.08% 196
2025
Q1 		$328K Sell
3,450
-570
-14% -$51.1K 0.14% 117
2024
Q4 		$341K Sell
4,020
-128
-3% -$11.5K 0.16% 106
2024
Q3 		$415K Sell
4,148
-13
-0.3% -$1.22K 0.2% 79
2024
Q2 		$371K Buy
4,161
+23
+0.6% +$1.96K 0.19% 82
2024
Q1 		$345K Buy
4,138
+2
+0% +$160 0.18% 98
2023
Q4 		$323K Buy
4,136
+197
+5% +$14.6K 0.18% 96
2023
Q3 		$304K Buy
3,939
+172
+5% +$14.1K 0.19% 88
2023
Q2 		$309K Buy
3,767
+7
+0.2% +$535 0.2% 90
2023
Q1 		$265K Buy
3,760
+82
+2% +$5.83K 0.19% 96
2022
Q4 		$252K Buy
+3,678
New +$235K 0.19% 97

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

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

Baron Wealth Management sold out of Alcon (ALC) in Q3 2025, closing a stake of 2,589 shares — an estimated $229K sold.

Baron Wealth Management first reported a position in ALC in Q4 2022 and held it in 11 quarters. The position peaked at $415K in Q3 2024. 638 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

  • Baron Wealth Management reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
  • Baron Wealth Management sold 2,589 Alcon shares in Q3 2025, an estimated $229K.
  • Baron Wealth Management first reported a position in Alcon in Q4 2022 and held it in 11 quarters.
  • Baron Wealth Management's Alcon position peaked at $415K in Q3 2024.
  • 638 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on Baron Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.