Trillium Asset Management’s Alcon ALC Stock Holding History

Trillium Asset 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
2026 Q1	$11.4M	Sell	148,949 -1,541	-1%	-$123K	0.38%	74
2025 Q4	$12M	Sell	150,490 -57,201	-28%	-$4.4M	0.37%	75
2025 Q3	$15.5M	Sell	207,691 -1,434	-0.7%	-$120K	0.41%	74
2025 Q2	$18.5M	Buy	209,125 +55,325	+36%	+$4.96M	0.5%	67
2025 Q1	$14.6M	Sell	153,800 -483	-0.3%	-$43.3K	0.42%	71
2024 Q4	$13.1M	Sell	154,283 -4,491	-3%	-$405K	0.34%	86
2024 Q3	$15.9M	Sell	158,774 -5,401	-3%	-$508K	0.39%	76
2024 Q2	$14.6M	Sell	164,175 -13,937	-8%	-$1.19M	0.37%	74
2024 Q1	$14.8M	Sell	178,112 -2,539	-1%	-$204K	0.38%	75
2023 Q4	$14.1M	Sell	180,651 -1,501	-0.8%	-$111K	0.38%	80
2023 Q3	$14M	Sell	182,152 -103,069	-36%	-$8.47M	0.42%	76
2023 Q2	$23.5M	Buy	285,221 +124,882	+78%	+$9.54M	0.66%	56
2023 Q1	$11.6M	Buy	160,339 +11,441	+8%	+$814K	0.34%	84
2022 Q4	$10.2M	Buy	+148,898	New	+$9.5M	0.31%	91

Other funds holding ALC

Bank of New York Mellon

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

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

Zurich Cantonal Bank

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return