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MilWealth Group’s Alcon ALC Stock Holding History

MilWealth Group’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
Q1 		– Sell
-40
Closed -$3.4K – 69
2024
Q4 		$3.4K Buy
+40
New +$3.61K ﹤0.01% 90

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

MilWealth Group's ALC Position: Q1 2025 in Review

MilWealth Group sold out of Alcon (ALC) in Q1 2025, closing a stake of 40 shares — an estimated $3.4K sold.

MilWealth Group first reported a position in ALC in Q4 2024 and held it in 1 quarter. The position peaked at $3.4K in Q4 2024. 659 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

  • MilWealth Group reported no remaining Alcon position as of Q1 2025 after selling out during the quarter.
  • MilWealth Group sold 40 Alcon shares in Q1 2025, an estimated $3.4K.
  • MilWealth Group first reported a position in Alcon in Q4 2024 and held it in 1 quarter.
  • MilWealth Group's Alcon position peaked at $3.4K in Q4 2024.
  • 659 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on MilWealth Group's 13F filing for Q1 2025, filed 1 May 2025.