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Global Financial Private Client’s Alcon ALC Stock Holding History

Global Financial Private Client’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 		– Sell
-257
Closed -$24.4K – 271
2025
Q1 		$24.4K Hold
257
– – 0.01% 420
2024
Q4 		$21.8K Sell
257
-43
-14% -$3.88K 0.01% 422
2024
Q3 		$30K Buy
+300
New +$28.2K 0.01% 374

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

Global Financial Private Client's ALC Position: Q2 2025 in Review

Global Financial Private Client sold out of Alcon (ALC) in Q2 2025, closing a stake of 257 shares — an estimated $24.4K sold.

Global Financial Private Client first reported a position in ALC in Q3 2024 and held it in 3 quarters. The position peaked at $30K in Q3 2024. 652 funds tracked by Wall St. Rank hold ALC as of Q2 2025.

  • Global Financial Private Client reported no remaining Alcon position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 257 Alcon shares in Q2 2025, an estimated $24.4K.
  • Global Financial Private Client first reported a position in Alcon in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Alcon position peaked at $30K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held Alcon as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.