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Provenance Wealth Advisors’s Alcon ALC Stock Holding History

Provenance Wealth 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
2026
Q1 		$7.01K Hold
93
– – ﹤0.01% 326
2025
Q4 		$7.33K Hold
93
– – ﹤0.01% 324
2025
Q3 		$6.93K Hold
93
– – ﹤0.01% 343
2025
Q2 		$8.21K Hold
93
– – ﹤0.01% 320
2025
Q1 		$8.83K Hold
93
– – ﹤0.01% 323
2024
Q4 		$7.89K Hold
93
– – ﹤0.01% 332
2024
Q3 		$9.31K Hold
93
– – ﹤0.01% 341
2024
Q2 		$8.28K Hold
93
– – ﹤0.01% 302
2024
Q1 		$7.75K Sell
93
-47
-34% -$3.77K ﹤0.01% 333
2023
Q4 		$10.9K Buy
140
+89
+175% +$6.57K ﹤0.01% 314
2023
Q3 		$3.93K Buy
+51
New +$4.19K ﹤0.01% 280

Other funds holding ALC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return