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McClarren Financial Advisors’s Alcon ALC Stock Holding History

McClarren 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
Q2 		– Sell
-94
Closed -$4K – 87
2025
Q1 		$4K Buy
94
+52
+124% +$4.67K ﹤0.01% 239
2024
Q4 		$3K Sell
42
-58
-58% -$5.23K 0.01% 174
2024
Q3 		$4 Buy
100
+11
+12% +$1.03K ﹤0.01% 206
2024
Q2 		$3K Buy
89
+46
+107% +$3.93K ﹤0.01% 272
2024
Q1 		$4K Buy
43
+1
+2% +$80 ﹤0.01% 259
2023
Q4 		$3K Hold
42
– – ﹤0.01% 307
2023
Q3 		$3K Hold
42
– – ﹤0.01% 290
2023
Q2 		$3K Sell
42
-2
-5% -$153 ﹤0.01% 294
2023
Q1 		$2K Hold
44
– – ﹤0.01% 286
2022
Q4 		$3K Buy
44
+2
+5% +$128 ﹤0.01% 287
2022
Q3 		$2K Buy
+42
New +$2.91K ﹤0.01% 275
2022
Q2 		– Sell
-42
Closed -$3K – 44
2022
Q1 		$3K Sell
42
-1
-2% -$77 ﹤0.01% 243
2021
Q4 		$4K Buy
43
+1
+2% +$82 ﹤0.01% 268
2021
Q3 		$3K Hold
42
– – ﹤0.01% 245
2021
Q2 		$2K Hold
42
– – ﹤0.01% 278
2021
Q1 		$3K Hold
42
– – ﹤0.01% 229
2020
Q4 		$2K Buy
+42
New +$2.63K ﹤0.01% 197

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

McClarren Financial Advisors's ALC Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Alcon (ALC) in Q2 2025, closing a stake of 94 shares — an estimated $4K sold.

McClarren Financial Advisors first reported a position in ALC in Q4 2020 and held it in 17 quarters. The position peaked at $4K in Q1 2025. 652 funds tracked by Wall St. Rank hold ALC as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Alcon position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 94 Alcon shares in Q2 2025, an estimated $4K.
  • McClarren Financial Advisors first reported a position in Alcon in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's Alcon position peaked at $4K in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Alcon as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.