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Legacy Financial Advisors’s Alcon ALC Stock Holding History

Legacy Financial Advisors’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
-2,549
Closed -$225K – 418
2025
Q2 		$225K Buy
2,549
+75
+3% +$6.73K 0.04% 320
2025
Q1 		$235K Buy
+2,474
New +$222K 0.04% 323
2024
Q4 		– Sell
-2,096
Closed -$210K – 346
2024
Q3 		$210K Buy
+2,096
New +$197K 0.04% 337

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

Legacy Financial Advisors's ALC Position: Q3 2025 in Review

Legacy Financial Advisors sold out of Alcon (ALC) in Q3 2025, closing a stake of 2,549 shares — an estimated $225K sold.

Legacy Financial Advisors first reported a position in ALC in Q3 2024 and held it in 3 quarters. The position peaked at $235K in Q1 2025. 639 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

  • Legacy Financial Advisors reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,549 Alcon shares in Q3 2025, an estimated $225K.
  • Legacy Financial Advisors first reported a position in Alcon in Q3 2024 and held it in 3 quarters.
  • Legacy Financial Advisors's Alcon position peaked at $235K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on Legacy Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.