Valley Wealth Managers’s Alcon ALC Stock Holding History

Valley Wealth Managers’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	–	Sell	-7	Closed	-$659	–	306
2025 Q1	$659	Hold	7	–	–	﹤0.01%	342
2024 Q4	$594	Hold	7	–	–	﹤0.01%	372
2024 Q3	$700	Buy	+7	New	+$658	﹤0.01%	372

Other funds holding ALC

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valley Wealth Managers's ALC Position: Q2 2025 in Review

Valley Wealth Managers sold out of Alcon (ALC) in Q2 2025, closing a stake of 7 shares — an estimated $659 sold.

Valley Wealth Managers first reported a position in ALC in Q3 2024 and held it in 3 quarters. The position peaked at $700 in Q3 2024. 652 funds tracked by Wall St. Rank hold ALC as of Q2 2025.

Valley Wealth Managers reported no remaining Alcon position as of Q2 2025 after selling out during the quarter.
Valley Wealth Managers sold 7 Alcon shares in Q2 2025, an estimated $659.
Valley Wealth Managers first reported a position in Alcon in Q3 2024 and held it in 3 quarters.
Valley Wealth Managers's Alcon position peaked at $700 in Q3 2024.
652 funds tracked by Wall St. Rank held Alcon as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.