Beaird Harris Wealth Management’s Alcon ALC Stock Holding History

Beaird Harris 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 Q4	–	Sell	-21	Closed	-$1.56K	–	706
2025 Q3	$1.56K	Buy	+21	New	+$1.75K	﹤0.01%	534
2024 Q3	–	Sell	-7	Closed	-$624	–	518
2024 Q2	$624	Hold	7	–	–	﹤0.01%	617
2024 Q1	$584	Hold	7	–	–	﹤0.01%	584
2023 Q4	$547	Hold	7	–	–	﹤0.01%	562
2023 Q3	$540	Hold	7	–	–	﹤0.01%	414
2023 Q2	$575	Hold	7	–	–	﹤0.01%	422
2023 Q1	$494	Hold	7	–	–	﹤0.01%	443
2022 Q4	$480	Hold	7	–	–	﹤0.01%	702
2022 Q3	$0	Buy	+7	New	+$486	﹤0.01%	481
2022 Q2	–	Sell	-59	Closed	-$5K	–	407
2022 Q1	$5K	Buy	59 +50	+556%	+$3.87K	﹤0.01%	418
2021 Q4	$1K	Buy	+9	New	+$741	﹤0.01%	586

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Beaird Harris Wealth Management's ALC Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Alcon (ALC) in Q4 2025, closing a stake of 21 shares — an estimated $1.56K sold.

Beaird Harris Wealth Management first reported a position in ALC in Q4 2021 and held it in 11 quarters. The position peaked at $5K in Q1 2022. 654 funds tracked by Wall St. Rank hold ALC as of Q4 2025.

Beaird Harris Wealth Management reported no remaining Alcon position as of Q4 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 21 Alcon shares in Q4 2025, an estimated $1.56K.
Beaird Harris Wealth Management first reported a position in Alcon in Q4 2021 and held it in 11 quarters.
Beaird Harris Wealth Management's Alcon position peaked at $5K in Q1 2022.
654 funds tracked by Wall St. Rank held Alcon as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.