Centerpoint Advisors’s Alcon ALC Stock Holding History

Centerpoint Advisors’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	$60K	Hold	795	–	–	0.02%	147
2025 Q4	$63K	Hold	795	–	–	0.02%	152
2025 Q3	$59K	Hold	795	–	–	0.02%	161
2025 Q2	$70K	Hold	795	–	–	0.02%	139
2025 Q1	$75K	Hold	795	–	–	0.03%	135
2024 Q4	$67K	Hold	795	–	–	0.02%	151
2024 Q3	$80K	Sell	795 -450	-36%	-$42.3K	0.03%	140
2024 Q2	$111K	Hold	1,245	–	–	0.04%	119
2024 Q1	$104K	Hold	1,245	–	–	0.04%	121
2023 Q4	$97K	Hold	1,245	–	–	0.04%	114
2023 Q3	$96K	Hold	1,245	–	–	0.04%	121
2023 Q2	$102K	Hold	1,245	–	–	0.04%	122
2023 Q1	$88K	Hold	1,245	–	–	0.04%	129
2022 Q4	$85K	Hold	1,245	–	–	0.04%	122
2022 Q3	$72K	Hold	1,245	–	–	0.04%	119
2022 Q2	$87K	Hold	1,245	–	–	0.04%	116
2022 Q1	$99K	Buy	+1,245	New	+$96.2K	0.05%	114
2020 Q1	–	Sell	-56	Closed	-$3K	–	239
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	229
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	220
2019 Q2	$3K	Buy	+56	New	+$3.29K	﹤0.01%	215

Other funds holding ALC

Bank of New York Mellon

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Zurich Cantonal Bank

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return