Evergreen Capital Management
ALC icon

Evergreen Capital Management’s Alcon ALC Stock Holding History

Evergreen Capital Management’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
2026
Q3 		$345K Sell
5,335
-5,151
-49% -$357K 0.01% 1073
2026
Q2 		$704K Buy
10,486
+561
+6% +$39.3K 0.01% 705
2026
Q1 		$748K Sell
9,925
-2,325
-19% -$186K 0.02% 593
2025
Q4 		$965K Buy
12,250
+2,171
+22% +$167K 0.02% 480
2025
Q3 		$751K Buy
10,079
+5,174
+105% +$432K 0.02% 483
2025
Q2 		$433K Buy
4,905
+788
+19% +$70.7K 0.01% 629
2025
Q1 		$391K Buy
4,117
+228
+6% +$20.5K 0.01% 603
2024
Q4 		$330K Sell
3,889
-91
-2% -$8.21K 0.01% 685
2024
Q3 		$398K Buy
3,980
+46
+1% +$4.33K 0.01% 600
2024
Q2 		$350K Buy
3,934
+557
+16% +$47.5K 0.01% 596
2024
Q1 		$281K Buy
3,377
+28
+0.8% +$2.25K 0.01% 656
2023
Q4 		$262K Sell
3,349
-89
-3% -$6.57K 0.01% 651
2023
Q3 		$265K Sell
3,438
-103
-3% -$8.47K 0.01% 602
2023
Q2 		$291K Buy
3,541
+44
+1% +$3.36K 0.01% 569
2023
Q1 		$247K Buy
3,497
+550
+19% +$39.1K 0.01% 581
2022
Q4 		$202K Buy
+2,947
New +$188K 0.01% 614

Other funds holding ALC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AKO Capital
AKO Capital London, United Kingdom $3.15B AUM 3.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Evergreen Capital Management's ALC Position: Q3 2026 in Review

Evergreen Capital Management reduced its Alcon (ALC) stake by 49% in Q3 2026, selling an estimated $357K and leaving 5,335 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1073.

Evergreen Capital Management first reported a position in ALC in Q4 2022 and has held it in 16 quarters since. The position peaked at $965K in Q4 2025. 499 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

  • Evergreen Capital Management held 5,335 shares of Alcon worth $345K as of Q3 2026.
  • Evergreen Capital Management sold 5,151 Alcon shares in Q3 2026, an estimated $357K.
  • Alcon made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1073 holding.
  • Evergreen Capital Management first reported a position in Alcon in Q4 2022 and has held it in 16 quarters since.
  • Evergreen Capital Management's Alcon position peaked at $965K in Q4 2025.
  • 499 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.