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Whittier Trust’s Alcon ALC Stock Holding History

Whittier Trust’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
Q3 		– Sell
-4,303
Closed -$380K – 1389
2025
Q2 		$380K Sell
4,303
-93
-2% -$8.34K ﹤0.01% 534
2025
Q1 		$417K Sell
4,396
-277
-6% -$24.9K 0.01% 517
2024
Q4 		$397K Sell
4,673
-241
-5% -$21.7K 0.01% 525
2024
Q3 		$492K Buy
4,914
+132
+3% +$12.4K 0.01% 507
2024
Q2 		$426K Buy
4,782
+420
+10% +$35.8K 0.01% 513
2024
Q1 		$363K Buy
4,362
+243
+6% +$19.5K 0.01% 542
2023
Q4 		$322K Sell
4,119
-283
-6% -$20.9K 0.01% 561
2023
Q3 		$339K Buy
4,402
+9
+0.2% +$740 0.01% 539
2023
Q2 		$361K Hold
4,393
– – 0.01% 522
2023
Q1 		$310K Sell
4,393
-42
-0.9% -$2.99K 0.01% 565
2022
Q4 		$304K Sell
4,435
-17
-0.4% -$1.08K 0.01% 554
2022
Q3 		$259K Buy
4,452
+166
+4% +$11.5K 0.01% 572
2022
Q2 		$300K Sell
4,286
-105
-2% -$7.66K 0.01% 553
2022
Q1 		$348K Sell
4,391
-712
-14% -$55K 0.01% 563
2021
Q4 		$444K Sell
5,103
-287
-5% -$23.6K 0.01% 508
2021
Q3 		$433K Sell
5,390
-73
-1% -$5.62K 0.01% 484
2021
Q2 		$384K Sell
5,463
-235
-4% -$16.7K 0.01% 521
2021
Q1 		$400K Sell
5,698
-263
-4% -$18.6K 0.01% 513
2020
Q4 		$393K Sell
5,961
-1,658
-22% -$104K 0.01% 469
2020
Q3 		$434K Sell
7,619
-256
-3% -$15.1K 0.01% 448
2020
Q2 		$452K Sell
7,875
-2,228
-22% -$126K 0.01% 415
2020
Q1 		$513K Sell
10,103
-663
-6% -$38.1K 0.02% 380
2019
Q4 		$609K Sell
10,766
-981
-8% -$56.2K 0.02% 372
2019
Q3 		$684K Buy
11,747
+71
+0.6% +$4.26K 0.02% 351
2019
Q2 		$724K Buy
+11,676
New +$685K 0.02% 338

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Whittier Trust's ALC Position: Q3 2025 in Review

Whittier Trust sold out of Alcon (ALC) in Q3 2025, closing a stake of 4,303 shares — an estimated $380K sold.

Whittier Trust first reported a position in ALC in Q2 2019 and held it in 25 quarters. The position peaked at $724K in Q2 2019. 638 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

  • Whittier Trust reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 4,303 Alcon shares in Q3 2025, an estimated $380K.
  • Whittier Trust first reported a position in Alcon in Q2 2019 and held it in 25 quarters.
  • Whittier Trust's Alcon position peaked at $724K in Q2 2019.
  • 638 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.