Mosaic Financial Group’s Alcon ALC Stock Holding History

Mosaic Financial 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 Q2	–	Sell	-2,231	Closed	-$210K	–	113
2025 Q1	$210K	Buy	+2,231	New	+$200K	0.17%	111
2024 Q4	–	Sell	-2,231	Closed	-$223K	–	125
2024 Q3	$223K	Buy	+2,231	New	+$210K	0.16%	113

Other funds holding ALC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mosaic Financial Group's ALC Position: Q2 2025 in Review

Mosaic Financial Group sold out of Alcon (ALC) in Q2 2025, closing a stake of 2,231 shares — an estimated $210K sold.

Mosaic Financial Group first reported a position in ALC in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 652 funds tracked by Wall St. Rank hold ALC as of Q2 2025.

Mosaic Financial Group reported no remaining Alcon position as of Q2 2025 after selling out during the quarter.
Mosaic Financial Group sold 2,231 Alcon shares in Q2 2025, an estimated $210K.
Mosaic Financial Group first reported a position in Alcon in Q3 2024 and held it in 2 quarters.
Mosaic Financial Group's Alcon position peaked at $223K in Q3 2024.
652 funds tracked by Wall St. Rank held Alcon as of Q2 2025.

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