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Financial Advocates Investment Management’s Alcon ALC Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-5,583
Closed -$474K – 724
2024
Q4 		$474K Sell
5,583
-663
-11% -$59.8K 0.03% 465
2024
Q3 		$625K Sell
6,246
-1,497
-19% -$141K 0.04% 403
2024
Q2 		$691K Sell
7,743
-199
-3% -$17K 0.04% 365
2024
Q1 		$660K Buy
7,942
+296
+4% +$23.7K 0.04% 397
2023
Q4 		$597K Buy
7,646
+676
+10% +$49.9K 0.04% 390
2023
Q3 		$539K Buy
6,970
+8
+0.1% +$658 0.04% 395
2023
Q2 		$575K Sell
6,962
-4,269
-38% -$326K 0.04% 370
2023
Q1 		$795K Sell
11,231
-94
-0.8% -$6.69K 0.06% 330
2022
Q4 		$774K Buy
+11,325
New +$722K 0.06% 345
2022
Q3 		– Sell
-10,155
Closed -$708K – 749
2022
Q2 		$708K Buy
+10,155
New +$741K 0.06% 325
2022
Q1 		– Sell
-14,007
Closed -$193K – 733
2021
Q4 		$193K Buy
+14,007
New +$1.15M 0.01% 736

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Financial Advocates Investment Management's ALC Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Alcon (ALC) in Q1 2025, closing a stake of 5,583 shares — an estimated $474K sold.

Financial Advocates Investment Management first reported a position in ALC in Q4 2021 and held it in 11 quarters. The position peaked at $795K in Q1 2023. 660 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Alcon position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,583 Alcon shares in Q1 2025, an estimated $474K.
  • Financial Advocates Investment Management first reported a position in Alcon in Q4 2021 and held it in 11 quarters.
  • Financial Advocates Investment Management's Alcon position peaked at $795K in Q1 2023.
  • 660 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.