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Congress Wealth Management’s Alcon ALC Stock Holding History

Congress Wealth Management’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 		$1.46M Sell
16,588
-177
-1% -$15.9K 0.01% 616
2025
Q1 		$1.59M Buy
16,765
+4,458
+36% +$400K 0.02% 543
2024
Q4 		$1.04M Buy
12,307
+1,307
+12% +$118K 0.01% 514
2024
Q3 		$1.1M Buy
+11,000
New +$1.03M 0.01% 506

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 $544B AUM 28.31% 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

Congress Wealth Management's ALC Position: Q2 2025 in Review

Congress Wealth Management reduced its Alcon (ALC) stake by 1.1% in Q2 2025, selling an estimated $15.9K and leaving 16,588 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #616.

Congress Wealth Management first reported a position in ALC in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.59M in Q1 2025. 652 funds tracked by Wall St. Rank hold ALC as of Q2 2025.

  • Congress Wealth Management held 16,588 shares of Alcon worth $1.46M as of Q2 2025.
  • Congress Wealth Management sold 177 Alcon shares in Q2 2025, an estimated $15.9K.
  • Alcon made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #616 holding.
  • Congress Wealth Management first reported a position in Alcon in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Alcon position peaked at $1.59M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Alcon as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.