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Park Square Financial Group’s Alcon ALC Stock Holding History

Park Square 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
Q3 		– Sell
-9
Closed -$795 – 275
2025
Q2 		$795 Hold
9
– – ﹤0.01% 957
2025
Q1 		$854 Hold
9
– – ﹤0.01% 906
2024
Q4 		$764 Buy
+9
New +$812 ﹤0.01% 909

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

Park Square Financial Group's ALC Position: Q3 2025 in Review

Park Square Financial Group sold out of Alcon (ALC) in Q3 2025, closing a stake of 9 shares — an estimated $795 sold.

Park Square Financial Group first reported a position in ALC in Q4 2024 and held it in 3 quarters. The position peaked at $854 in Q1 2025. 639 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

  • Park Square Financial Group reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 9 Alcon shares in Q3 2025, an estimated $795.
  • Park Square Financial Group first reported a position in Alcon in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Alcon position peaked at $854 in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.