BWM
ALC icon

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 $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return