Lion Street Advisors’s Alcon ALC Stock Holding History

Lion Street 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	$257K	Buy	+3,100	New	+$259K	0.09%	176
2023 Q3	–	Sell	-3,249	Closed	-$269K	–	247
2023 Q2	$269K	Buy	+3,249	New	+$248K	0.09%	185
2023 Q1	–	Sell	-3,157	Closed	-$261K	–	238
2022 Q4	$261K	Buy	+3,157	New	+$201K	0.14%	122
2022 Q3	–	Sell	-3,157	Closed	-$261K	–	128
2022 Q2	$261K	Sell	3,157 -15	-0.5%	-$1.09K	0.14%	122
2022 Q1	$253K	Hold	3,172	–	–	0.13%	116
2021 Q4	$280K	Buy	3,172 +15	+0.5%	+$1.24K	0.14%	117
2021 Q3	$257K	Buy	+3,157	New	+$243K	0.14%	118
2020 Q2	–	Sell	-98	Closed	-$5K	–	43
2020 Q1	$5K	Buy	+98	New	+$5.63K	0.03%	237

Other funds holding ALC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Lion Street Advisors's ALC Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Alcon (ALC) in Q3 2025: 3,100 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #176 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in ALC as recently as Q2 2023.

Lion Street Advisors first reported a position in ALC in Q1 2020 and has held it in 8 quarters since. The position peaked at $280K in Q4 2021. 638 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

Lion Street Advisors held 3,100 shares of Alcon worth $257K as of Q3 2025.
Alcon was a new Lion Street Advisors position in Q3 2025.
Alcon made up 0.09% of Lion Street Advisors's portfolio in Q3 2025, its #176 holding.
Lion Street Advisors first reported a position in Alcon in Q1 2020 and has held it in 8 quarters since.
Lion Street Advisors's Alcon position peaked at $280K in Q4 2021.
638 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

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