Summit Wealth Group (Colorado)’s Alcon ALC Stock Holding History

Summit Wealth Group (Colorado)’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	-7,559	Closed	-$1.72M	–	288
2025 Q3	$1.72M	Buy	+7,559	New	+$631K	0.18%	101

Other funds holding ALC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ALC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Alcon (ALC) in Q4 2025, closing a stake of 7,559 shares — an estimated $1.72M sold.

Summit Wealth Group (Colorado) first reported a position in ALC in Q3 2025 and held it in 1 quarter. The position peaked at $1.72M in Q3 2025. 657 funds tracked by Wall St. Rank hold ALC as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Alcon position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 7,559 Alcon shares in Q4 2025, an estimated $1.72M.
Summit Wealth Group (Colorado) first reported a position in Alcon in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Alcon position peaked at $1.72M in Q3 2025.
657 funds tracked by Wall St. Rank held Alcon as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.