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Shelton Wealth Management’s Alcon ALC Stock Holding History

Shelton Wealth Management’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
-10,619
Closed -$937K – 154
2025
Q2 		$937K Sell
10,619
-786
-7% -$70.5K 0.45% 78
2025
Q1 		$1.08M Sell
11,405
-198
-2% -$17.8K 0.59% 48
2024
Q4 		$985K Buy
11,603
+4,471
+63% +$403K 0.51% 71
2024
Q3 		$714K Buy
7,132
+427
+6% +$40.2K 0.39% 86
2024
Q2 		$597K Buy
6,705
+1,622
+32% +$138K 0.34% 87
2024
Q1 		$423K Buy
5,083
+830
+20% +$66.6K 0.27% 86
2023
Q4 		$332K Buy
+4,253
New +$314K 0.24% 82

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Shelton Wealth Management's ALC Position: Q3 2025 in Review

Shelton Wealth Management sold out of Alcon (ALC) in Q3 2025, closing a stake of 10,619 shares — an estimated $937K sold.

Shelton Wealth Management first reported a position in ALC in Q4 2023 and held it in 7 quarters. The position peaked at $1.08M in Q1 2025. 637 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

  • Shelton Wealth Management reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 10,619 Alcon shares in Q3 2025, an estimated $937K.
  • Shelton Wealth Management first reported a position in Alcon in Q4 2023 and held it in 7 quarters.
  • Shelton Wealth Management's Alcon position peaked at $1.08M in Q1 2025.
  • 637 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on Shelton Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.