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Carolinas Wealth Consulting’s Alcon ALC Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-58
Closed -$5.47K – 31
2025
Q1 		$5.47K Sell
58
-26
-31% -$2.33K ﹤0.01% 593
2024
Q4 		$7.09K Buy
84
+22
+35% +$1.98K ﹤0.01% 587
2024
Q3 		$6.14K Sell
62
-11
-15% -$1.03K ﹤0.01% 633
2024
Q2 		$6.49K Sell
73
-5
-6% -$427 ﹤0.01% 613
2024
Q1 		$6.51K Hold
78
– – ﹤0.01% 615
2023
Q4 		$6.11K Buy
78
+4
+5% +$295 ﹤0.01% 597
2023
Q3 		$5.31K Sell
74
-4
-5% -$329 ﹤0.01% 596
2023
Q2 		$6.38K Sell
78
-6
-7% -$458 ﹤0.01% 650
2023
Q1 		$5.92K Sell
84
-1
-1% -$71 ﹤0.01% 667
2022
Q4 		$5.83K Buy
+85
New +$5.42K ﹤0.01% 674
2020
Q4 		– Sell
-9
Closed -$1K – 864
2020
Q3 		$1K Hold
9
– – ﹤0.01% 782
2020
Q2 		$1K Buy
+9
New +$510 ﹤0.01% 529

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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 $46B AUM 27.59% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carolinas Wealth Consulting's ALC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Alcon (ALC) in Q2 2025, closing a stake of 58 shares — an estimated $5.47K sold.

Carolinas Wealth Consulting first reported a position in ALC in Q2 2020 and held it in 12 quarters. The position peaked at $7.09K in Q4 2024. 653 funds tracked by Wall St. Rank hold ALC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Alcon position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 58 Alcon shares in Q2 2025, an estimated $5.47K.
  • Carolinas Wealth Consulting first reported a position in Alcon in Q2 2020 and held it in 12 quarters.
  • Carolinas Wealth Consulting's Alcon position peaked at $7.09K in Q4 2024.
  • 653 funds tracked by Wall St. Rank held Alcon as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.