Heritage Family Offices’s Alcon ALC Stock Holding History

Heritage Family Offices’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 Q4	–	Sell	-8,215	Closed	-$612K	–	203
2025 Q3	$612K	Sell	8,215 -308	-4%	-$25.7K	0.28%	81
2025 Q2	$816K	Hold	8,523	–	–	0.41%	62
2025 Q1	$809K	Sell	8,523 -589	-6%	-$52.8K	0.41%	61
2024 Q4	$774K	Buy	9,112 +568	+7%	+$51.2K	0.39%	61
2024 Q3	$855K	Buy	8,544 +79	+0.9%	+$7.43K	0.44%	51
2024 Q2	$754K	Buy	+8,465	New	+$722K	0.42%	55

Other funds holding ALC

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Heritage Family Offices's ALC Position: Q4 2025 in Review

Heritage Family Offices sold out of Alcon (ALC) in Q4 2025, closing a stake of 8,215 shares — an estimated $612K sold.

Heritage Family Offices first reported a position in ALC in Q2 2024 and held it in 6 quarters. The position peaked at $855K in Q3 2024. 654 funds tracked by Wall St. Rank hold ALC as of Q4 2025.

Heritage Family Offices reported no remaining Alcon position as of Q4 2025 after selling out during the quarter.
Heritage Family Offices sold 8,215 Alcon shares in Q4 2025, an estimated $612K.
Heritage Family Offices first reported a position in Alcon in Q2 2024 and held it in 6 quarters.
Heritage Family Offices's Alcon position peaked at $855K in Q3 2024.
654 funds tracked by Wall St. Rank held Alcon as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.