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Schechter Investment Advisors’s Alcon ALC Stock Holding History

Schechter Investment 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
2025
Q1 		$358K Buy
3,805
+109
+3% +$9.78K 0.03% 439
2024
Q4 		$314K Sell
3,696
-120
-3% -$10.8K 0.02% 483
2024
Q3 		$382K Sell
3,816
-29
-0.8% -$2.73K 0.03% 446
2024
Q2 		$343K Buy
3,845
+26
+0.7% +$2.22K 0.03% 450
2024
Q1 		$317K Buy
3,819
+197
+5% +$15.8K 0.02% 485
2023
Q4 		$283K Sell
3,622
-2
-0.1% -$148 0.02% 473
2023
Q3 		$281K Sell
3,624
-8
-0.2% -$658 0.03% 467
2023
Q2 		$301K Sell
3,632
-14
-0.4% -$1.07K 0.03% 486
2023
Q1 		$258K Buy
3,646
+141
+4% +$10K 0.02% 557
2022
Q4 		$239K Sell
3,505
-98
-3% -$6.25K 0.02% 699
2022
Q3 		$213K Sell
3,603
-273
-7% -$18.9K 0.02% 819
2022
Q2 		$270K Sell
3,876
-335
-8% -$24.4K 0.03% 745
2022
Q1 		$338K Sell
4,211
-631
-13% -$48.8K 0.03% 659
2021
Q4 		$427K Buy
+4,842
New +$399K 0.04% 560

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

Schechter Investment Advisors's ALC Position: Q1 2025 in Review

Schechter Investment Advisors increased its Alcon (ALC) stake by 2.9% in Q1 2025, buying an estimated $9.78K and bringing the position to 3,805 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #439.

Schechter Investment Advisors first reported a position in ALC in Q4 2021 and has held it in 14 quarters since. The position peaked at $427K in Q4 2021. 659 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

  • Schechter Investment Advisors held 3,805 shares of Alcon worth $358K as of Q1 2025.
  • Schechter Investment Advisors bought 109 Alcon shares in Q1 2025, an estimated $9.78K.
  • Alcon made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #439 holding.
  • Schechter Investment Advisors first reported a position in Alcon in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Alcon position peaked at $427K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.