Summit Securities Group’s Alcon ALC Stock Holding History

Summit Securities Group’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 Q4	–	Sell	-10,819	Closed	-$806K	–	999
2025 Q3	$806K	Buy	10,819 +1,240	+13%	+$103K	0.17%	121
2025 Q2	$846K	Buy	+9,579	New	+$859K	0.16%	103
2025 Q1	–	Sell	-1	Closed	-$85	–	774
2024 Q4	$85	Buy	+1	New	+$90	﹤0.01%	577
2024 Q3	–	Sell	-1	Closed	–	–	542
2024 Q2	$0	Buy	+1	New	+$85	﹤0.01%	560
2024 Q1	–	Sell	-1	Closed	–	–	432
2023 Q4	$0	Buy	+1	New	+$74	﹤0.01%	649
2023 Q3	–	Sell	-87,520	Closed	-$7.19M	–	544
2023 Q2	$7.19M	Buy	87,520 +65,610	+299%	+$5.01M	0.94%	18
2023 Q1	$1.55M	Buy	+21,910	New	+$1.56M	0.13%	74

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Summit Securities Group's ALC Position: Q4 2025 in Review

Summit Securities Group sold out of Alcon (ALC) in Q4 2025, closing a stake of 10,819 shares — an estimated $806K sold.

Summit Securities Group first reported a position in ALC in Q1 2023 and held it in 7 quarters. The position peaked at $7.19M in Q2 2023. 654 funds tracked by Wall St. Rank hold ALC as of Q4 2025.

Summit Securities Group reported no remaining Alcon position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 10,819 Alcon shares in Q4 2025, an estimated $806K.
Summit Securities Group first reported a position in Alcon in Q1 2023 and held it in 7 quarters.
Summit Securities Group's Alcon position peaked at $7.19M in Q2 2023.
654 funds tracked by Wall St. Rank held Alcon as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.