SCM
ALC icon

Shorepath Capital Management’s Alcon ALC Stock Holding History

Shorepath Capital 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
Q2 		$4.1M Sell
46,481
-13,707
-23% -$1.23M 3.38% 11
2025
Q1 		$5.71M Sell
60,188
-326
-0.5% -$29.2K 4.31% 12
2024
Q4 		$5.14M Buy
60,514
+3,822
+7% +$345K 3.67% 13
2024
Q3 		$5.67M Sell
56,692
-2,602
-4% -$245K 4.16% 13
2024
Q2 		$5.28M Buy
59,294
+495
+0.8% +$42.2K 4.07% 12
2024
Q1 		$4.9M Buy
58,799
+3,814
+7% +$306K 3.87% 13
2023
Q4 		$4.3M Buy
+54,985
New +$4.06M 3.81% 14

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Shorepath Capital Management's ALC Position: Q2 2025 in Review

Shorepath Capital Management reduced its Alcon (ALC) stake by 23% in Q2 2025, selling an estimated $1.23M and leaving 46,481 shares worth $4.1M. The position accounts for 3.38% of the portfolio, ranked #11.

Shorepath Capital Management first reported a position in ALC in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.71M in Q1 2025. 652 funds tracked by Wall St. Rank hold ALC as of Q2 2025.

  • Shorepath Capital Management held 46,481 shares of Alcon worth $4.1M as of Q2 2025.
  • Shorepath Capital Management sold 13,707 Alcon shares in Q2 2025, an estimated $1.23M.
  • Alcon made up 3.38% of Shorepath Capital Management's portfolio in Q2 2025, its #11 holding.
  • Shorepath Capital Management first reported a position in Alcon in Q4 2023 and has held it in 7 quarters since.
  • Shorepath Capital Management's Alcon position peaked at $5.71M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Alcon as of Q2 2025.

Based on Shorepath Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.