Callan Family Office’s Alcon ALC Stock Holding History

Callan Family Office’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
2026 Q1	$1.33M	Sell	17,595 -7,853	-31%	-$627K	0.03%	481
2025 Q4	$2.01M	Sell	25,448 -18,542	-42%	-$1.43M	0.04%	349
2025 Q3	$3.28M	Sell	43,990 -11,699	-21%	-$976K	0.1%	200
2025 Q2	$4.92M	Buy	55,689 +42,466	+321%	+$3.81M	0.16%	155
2025 Q1	$1.26M	Sell	13,223 -3,938	-23%	-$353K	0.09%	182
2024 Q4	$1.46M	Buy	+17,161	New	+$1.55M	0.09%	186

Other funds holding ALC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Callan Family Office's ALC Position: Q1 2026 in Review

Callan Family Office reduced its Alcon (ALC) stake by 31% in Q1 2026, selling an estimated $627K and leaving 17,595 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #481.

Callan Family Office first reported a position in ALC in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.92M in Q2 2025. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Callan Family Office held 17,595 shares of Alcon worth $1.33M as of Q1 2026.
Callan Family Office sold 7,853 Alcon shares in Q1 2026, an estimated $627K.
Alcon made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #481 holding.
Callan Family Office first reported a position in Alcon in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's Alcon position peaked at $4.92M in Q2 2025.
650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.