Clearstead Trust’s Alcon ALC Stock Holding History

Clearstead Trust’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	-100	Closed	-$7.45K	–	1023
2025 Q3	$7.45K	Hold	100	–	–	﹤0.01%	660
2025 Q2	$8.83K	Buy	+100	New	+$8.97K	﹤0.01%	619
2021 Q3	–	Sell	-415	Closed	-$29K	–	196
2021 Q2	$29K	Hold	415	–	–	0.02%	126
2021 Q1	$29K	Hold	415	–	–	0.02%	93
2020 Q4	$27K	Hold	415	–	–	0.02%	135
2020 Q3	$24K	Hold	415	–	–	0.02%	124
2020 Q2	$24K	Hold	415	–	–	0.02%	127
2020 Q1	$21K	Hold	415	–	–	0.02%	139
2019 Q4	$23K	Hold	415	–	–	0.02%	148
2019 Q3	$24K	Hold	415	–	–	0.02%	146
2019 Q2	$26K	Buy	+415	New	+$24.4K	0.02%	144

Other funds holding ALC

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Clearstead Trust's ALC Position: Q4 2025 in Review

Clearstead Trust sold out of Alcon (ALC) in Q4 2025, closing a stake of 100 shares — an estimated $7.45K sold.

Clearstead Trust first reported a position in ALC in Q2 2019 and held it in 11 quarters. The position peaked at $29K in Q2 2021. 657 funds tracked by Wall St. Rank hold ALC as of Q4 2025.

Clearstead Trust reported no remaining Alcon position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 100 Alcon shares in Q4 2025, an estimated $7.45K.
Clearstead Trust first reported a position in Alcon in Q2 2019 and held it in 11 quarters.
Clearstead Trust's Alcon position peaked at $29K in Q2 2021.
657 funds tracked by Wall St. Rank held Alcon as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.