GeoWealth Management’s Alcon ALC Stock Holding History

GeoWealth 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	-195	Closed	-$16.6K	–	1081
2024 Q4	$16.6K	Sell	195 -138	-41%	-$12.4K	﹤0.01%	1415
2024 Q3	$33.3K	Buy	+333	New	+$31.3K	﹤0.01%	1183

Other funds holding ALC

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

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 Oslo, Norway $935B AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

GeoWealth Management's ALC Position: Q1 2025 in Review

GeoWealth Management sold out of Alcon (ALC) in Q1 2025, closing a stake of 195 shares — an estimated $16.6K sold.

GeoWealth Management first reported a position in ALC in Q3 2024 and held it in 2 quarters. The position peaked at $33.3K in Q3 2024. 659 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

GeoWealth Management reported no remaining Alcon position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 195 Alcon shares in Q1 2025, an estimated $16.6K.
GeoWealth Management first reported a position in Alcon in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Alcon position peaked at $33.3K in Q3 2024.
659 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.