West Family Investments’s Alcon ALC Stock Holding History

West Family Investments’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	-2,813	Closed	-$210K	–	353
2025 Q3	$210K	Buy	2,813 +30	+1%	+$2.5K	0.05%	344
2025 Q2	$246K	Buy	2,783 +621	+29%	+$55.7K	0.06%	298
2025 Q1	$205K	Buy	+2,162	New	+$194K	0.08%	241
2024 Q4	–	Sell	-2,840	Closed	-$284K	–	286
2024 Q3	$284K	Buy	+2,840	New	+$267K	0.1%	218
2022 Q2	–	Sell	-2,661	Closed	-$211K	–	229
2022 Q1	$211K	Sell	2,661 -2,092	-44%	-$162K	0.06%	258
2021 Q4	$414K	Buy	4,753 +34	+0.7%	+$2.8K	0.11%	157
2021 Q3	$380K	Buy	+4,719	New	+$363K	0.1%	178

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

West Family Investments's ALC Position: Q4 2025 in Review

West Family Investments sold out of Alcon (ALC) in Q4 2025, closing a stake of 2,813 shares — an estimated $210K sold.

West Family Investments first reported a position in ALC in Q3 2021 and held it in 7 quarters. The position peaked at $414K in Q4 2021. 657 funds tracked by Wall St. Rank hold ALC as of Q4 2025.

West Family Investments reported no remaining Alcon position as of Q4 2025 after selling out during the quarter.
West Family Investments sold 2,813 Alcon shares in Q4 2025, an estimated $210K.
West Family Investments first reported a position in Alcon in Q3 2021 and held it in 7 quarters.
West Family Investments's Alcon position peaked at $414K in Q4 2021.
657 funds tracked by Wall St. Rank held Alcon as of Q4 2025.

Based on West Family Investments's 13F filing for Q4 2025, filed 11 Feb 2026.