PDS Planning’s Alcon ALC Stock Holding History

PDS Planning’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	-2,512	Closed	-$222K	–	541
2025 Q2	$222K	Buy	2,512 +76	+3%	+$6.82K	0.02%	451
2025 Q1	$231K	Buy	+2,436	New	+$219K	0.02%	393
2024 Q4	–	Sell	-2,104	Closed	-$211K	–	446
2024 Q3	$211K	Buy	+2,104	New	+$198K	0.02%	398

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

PDS Planning's ALC Position: Q3 2025 in Review

PDS Planning sold out of Alcon (ALC) in Q3 2025, closing a stake of 2,512 shares — an estimated $222K sold.

PDS Planning first reported a position in ALC in Q3 2024 and held it in 3 quarters. The position peaked at $231K in Q1 2025. 638 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

PDS Planning reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
PDS Planning sold 2,512 Alcon shares in Q3 2025, an estimated $222K.
PDS Planning first reported a position in Alcon in Q3 2024 and held it in 3 quarters.
PDS Planning's Alcon position peaked at $231K in Q1 2025.
638 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on PDS Planning's 13F filing for Q3 2025, filed 21 Oct 2025.