IAA
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Independent Advisor Alliance’s Alcon ALC Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-2,569
Closed -$227K – 948
2025
Q2 		$227K Buy
2,569
+42
+2% +$3.77K 0.01% 801
2025
Q1 		$240K Buy
2,527
+127
+5% +$11.4K 0.01% 724
2024
Q4 		$204K Buy
2,400
+146
+6% +$13.2K ﹤0.01% 1286
2024
Q3 		$226K Hold
2,254
– – 0.01% 632
2024
Q2 		$201K Buy
+2,254
New +$192K 0.01% 665
2022
Q2 		– Sell
-2,660
Closed -$211K – 623
2022
Q1 		$211K Buy
2,660
+171
+7% +$13.2K 0.01% 601
2021
Q4 		$217K Buy
+2,489
New +$205K 0.01% 607

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 $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $52.2B AUM 40.82% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Independent Advisor Alliance's ALC Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Alcon (ALC) in Q3 2025, closing a stake of 2,569 shares — an estimated $227K sold.

Independent Advisor Alliance first reported a position in ALC in Q4 2021 and held it in 7 quarters. The position peaked at $240K in Q1 2025. 639 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,569 Alcon shares in Q3 2025, an estimated $227K.
  • Independent Advisor Alliance first reported a position in Alcon in Q4 2021 and held it in 7 quarters.
  • Independent Advisor Alliance's Alcon position peaked at $240K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.