WTFG
ALC icon

Wood Tarver Financial Group’s Alcon ALC Stock Holding History

Wood Tarver Financial Group’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
-11
Closed – – 171
2025
Q2 		$0 Hold
11
– – ﹤0.01% 587
2025
Q1 		$1.04K Hold
11
– – ﹤0.01% 571
2024
Q4 		$0 Buy
+11
New +$992 ﹤0.01% 587

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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wood Tarver Financial Group's ALC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Alcon (ALC) in Q3 2025, closing a stake of 11 shares.

Wood Tarver Financial Group first reported a position in ALC in Q4 2024 and held it in 3 quarters. The position peaked at $1.04K in Q1 2025. 637 funds tracked by Wall St. Rank hold ALC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Alcon position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 11 Alcon shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Alcon in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Alcon position peaked at $1.04K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held Alcon as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.