swisspartners Advisors’s Alcon ALC Stock Holding History

swisspartners 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 Q4	–	Sell	-6,000	Closed	-$447K	–	24
2025 Q3	$447K	Sell	6,000 -2,600	-30%	-$217K	0.37%	18
2025 Q2	$760K	Sell	8,600 -1,000	-10%	-$89.7K	0.72%	16
2025 Q1	$799K	Buy	9,600 +1,000	+12%	+$89.7K	0.84%	19
2024 Q4	$661K	Hold	8,600	–	–	0.71%	18
2024 Q3	$725K	Hold	8,600	–	–	0.67%	22
2024 Q2	$690K	Buy	8,600 +800	+10%	+$68.3K	0.7%	22
2024 Q1	$583K	Hold	7,800	–	–	0.48%	22
2023 Q4	$512K	Sell	7,800 -3,140	-29%	-$232K	0.45%	24
2023 Q3	$776K	Hold	10,940	–	–	0.68%	23
2023 Q2	$906K	Hold	10,940	–	–	0.73%	21
2023 Q1	$774K	Sell	10,940 -1,100	-9%	-$78.3K	0.65%	22
2022 Q4	$823K	Hold	12,040	–	–	0.73%	21
2022 Q3	$709K	Hold	12,040	–	–	0.7%	21
2022 Q2	$868K	Hold	12,040	–	–	0.74%	18
2022 Q1	$961K	Sell	12,040 -2,700	-18%	-$209K	0.66%	20
2021 Q4	$1.32M	Buy	14,740 +3,100	+27%	+$255K	0.95%	18
2021 Q3	$950K	Hold	11,640	–	–	0.67%	20
2021 Q2	$815K	Buy	+11,640	New	+$829K	0.64%	24
2021 Q1	–	Sell	-83,890	Closed	-$5.49M	–	27
2020 Q4	$5.49M	Buy	+83,890	New	+$5.25M	4.84%	13

Other funds holding ALC

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

Bank of New York Mellon

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

Norges Bank Oslo, Norway $935B AUM

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

Zurich Cantonal Bank

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

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