Forum Financial Management’s Alcon ALC Stock Holding History

Forum Financial 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	–	Sell	-10,390	Closed	-$819K	–	358
2025 Q4	$819K	Hold	10,390	–	–	0.01%	301
2025 Q3	$774K	Hold	10,390	–	–	0.01%	303
2025 Q2	$917K	Hold	10,390	–	–	0.01%	235
2025 Q1	$986K	Hold	10,390	–	–	0.02%	213
2024 Q4	$882K	Buy	10,390 +2,027	+24%	+$183K	0.01%	225
2024 Q3	$837K	Hold	8,363	–	–	0.01%	213
2024 Q2	$745K	Hold	8,363	–	–	0.01%	220
2024 Q1	$697K	Hold	8,363	–	–	0.01%	250
2023 Q4	$653K	Buy	8,363 +738	+10%	+$54.5K	0.01%	230
2023 Q3	$588K	Sell	7,625 -19	-0.2%	-$1.56K	0.01%	244
2023 Q2	$628K	Buy	7,644 +20	+0.3%	+$1.53K	0.01%	247
2023 Q1	$538K	Hold	7,624	–	–	0.02%	244
2022 Q4	$523K	Sell	7,624 -67	-0.9%	-$4.27K	0.02%	244
2022 Q3	$447K	Hold	7,691	–	–	0.02%	241
2022 Q2	$538K	Buy	7,691 +43	+0.6%	+$3.14K	0.03%	218
2022 Q1	$606K	Sell	7,648 -423	-5%	-$32.7K	0.03%	206
2021 Q4	$703K	Buy	+8,071	New	+$665K	0.04%	173

Other funds holding ALC

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Forum Financial Management's ALC Position: Q1 2026 in Review

Forum Financial Management sold out of Alcon (ALC) in Q1 2026, closing a stake of 10,390 shares — an estimated $819K sold.

Forum Financial Management first reported a position in ALC in Q4 2021 and held it in 17 quarters. The position peaked at $986K in Q1 2025. 653 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Forum Financial Management reported no remaining Alcon position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 10,390 Alcon shares in Q1 2026, an estimated $819K.
Forum Financial Management first reported a position in Alcon in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Alcon position peaked at $986K in Q1 2025.
653 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.