Concord Wealth Partners’s Alcon ALC Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-4	Closed	-$353	–	834
2025 Q2	$353	Hold	4	–	–	﹤0.01%	798
2025 Q1	$380	Buy	+4	New	+$359	﹤0.01%	771
2024 Q4	–	Sell	-234	Closed	-$23.4K	–	924
2024 Q3	$23.4K	Buy	234 +34	+17%	+$3.2K	﹤0.01%	448
2024 Q2	$17.8K	Hold	200	–	–	﹤0.01%	445
2024 Q1	$16.7K	Hold	200	–	–	﹤0.01%	513
2023 Q4	$15.6K	Sell	200 -176	-47%	-$13K	﹤0.01%	512
2023 Q3	$29K	Hold	376	–	–	0.01%	453
2023 Q2	$30.9K	Hold	376	–	–	0.01%	431
2023 Q1	$26.5K	Hold	376	–	–	0.01%	446
2022 Q4	$25.7K	Buy	+376	New	+$24K	0.01%	485
2022 Q3	–	Sell	-376	Closed	-$26K	–	183
2022 Q2	$26K	Buy	376 +1	+0.3%	+$73	0.01%	480
2022 Q1	$30K	Hold	375	–	–	0.01%	538
2021 Q4	$33K	Buy	+375	New	+$30.9K	0.01%	530

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

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

Concord Wealth Partners's ALC Position: Q3 2025 in Review

Concord Wealth Partners sold out of Alcon (ALC) in Q3 2025, closing a stake of 4 shares — an estimated $353 sold.

Concord Wealth Partners first reported a position in ALC in Q4 2021 and held it in 13 quarters. The position peaked at $33K in Q4 2021. 639 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

Concord Wealth Partners reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 4 Alcon shares in Q3 2025, an estimated $353.
Concord Wealth Partners first reported a position in Alcon in Q4 2021 and held it in 13 quarters.
Concord Wealth Partners's Alcon position peaked at $33K in Q4 2021.
639 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.