Wingate Wealth Advisors’s Alcon ALC Stock Holding History

Wingate Wealth 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 Q1	–	Sell	-26	Closed	-$2.21K	–	107
2024 Q4	$2.21K	Buy	+26	New	+$2.35K	﹤0.01%	423

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

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

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

Wingate Wealth Advisors's ALC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Alcon (ALC) in Q1 2025, closing a stake of 26 shares — an estimated $2.21K sold.

Wingate Wealth Advisors first reported a position in ALC in Q4 2024 and held it in 1 quarter. The position peaked at $2.21K in Q4 2024. 659 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

Wingate Wealth Advisors reported no remaining Alcon position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 26 Alcon shares in Q1 2025, an estimated $2.21K.
Wingate Wealth Advisors first reported a position in Alcon in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Alcon position peaked at $2.21K in Q4 2024.
659 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.