Callan Capital’s Alcon ALC Stock Holding History

Callan Capital’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	$903K	Buy	9,514 +2,669	+39%	+$239K	0.07%	127
2024 Q4	$581K	Sell	6,845 -701	-9%	-$63.2K	0.04%	155
2024 Q3	$755K	Buy	7,546 +1,732	+30%	+$163K	0.05%	134
2024 Q2	$518K	Buy	5,814 +1,649	+40%	+$141K	0.04%	153
2024 Q1	$347K	Buy	+4,165	New	+$334K	0.03%	182

Other funds holding ALC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Callan Capital's ALC Position: Q1 2025 in Review

Callan Capital increased its Alcon (ALC) stake by 39% in Q1 2025, buying an estimated $239K and bringing the position to 9,514 shares worth $903K. The position accounts for 0.07% of the portfolio, ranked #127.

Callan Capital first reported a position in ALC in Q1 2024 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

Callan Capital held 9,514 shares of Alcon worth $903K as of Q1 2025.
Callan Capital bought 2,669 Alcon shares in Q1 2025, an estimated $239K.
Alcon made up 0.07% of Callan Capital's portfolio in Q1 2025, its #127 holding.
Callan Capital first reported a position in Alcon in Q1 2024 and has held it in 5 quarters since.
660 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.