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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
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

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Evergreen Capital Management's ALC Position: Q1 2026 in Review

Evergreen Capital Management reduced its Alcon (ALC) stake by 19% in Q1 2026, selling an estimated $186K and leaving 9,925 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #593.

Evergreen Capital Management first reported a position in ALC in Q4 2022 and has held it in 14 quarters since. The position peaked at $965K in Q4 2025. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Evergreen Capital Management held 9,925 shares of Alcon worth $748K as of Q1 2026.
  • Evergreen Capital Management sold 2,325 Alcon shares in Q1 2026, an estimated $186K.
  • Alcon made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #593 holding.
  • Evergreen Capital Management first reported a position in Alcon in Q4 2022 and has held it in 14 quarters since.
  • Evergreen Capital Management's Alcon position peaked at $965K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.