Ilex Capital Partners’s Alcon ALC Stock Holding History

Ilex Capital Partners’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	$92.5M	Buy	1,248,215 +70,143	+6%	+$5.6M	2.28%	17
2025 Q4	$94.1M	Buy	1,178,072 +1,165,449	+9,233%	+$89.7M	2.66%	10
2025 Q3	$940K	Sell	12,623 -581,987	-98%	-$48.6M	0.03%	73
2025 Q2	$52.4M	Buy	+594,610	New	+$53.3M	1.74%	22
2025 Q1	–	Sell	-600,936	Closed	-$51M	–	191
2024 Q4	$51M	Sell	600,936 -663,788	-52%	-$59.9M	3.26%	11
2024 Q3	$126M	Buy	+1,264,724	New	+$119M	8.51%	3
2024 Q2	–	Sell	-808,398	Closed	-$67.3M	–	22
2024 Q1	$67.3M	Sell	808,398 -52,862	-6%	-$4.24M	6.61%	5
2023 Q4	$67.2M	Buy	+861,260	New	+$63.6M	9.38%	4

Other funds holding ALC

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Ilex Capital Partners's ALC Position: Q1 2026 in Review

Ilex Capital Partners increased its Alcon (ALC) stake by 6% in Q1 2026, buying an estimated $5.6M and bringing the position to 1,248,215 shares worth $92.5M. The position accounts for 2.28% of the portfolio, ranked #17.

Ilex Capital Partners first reported a position in ALC in Q4 2023 and has held it in 8 quarters since. The position peaked at $126M in Q3 2024. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Ilex Capital Partners held 1,248,215 shares of Alcon worth $92.5M as of Q1 2026.
Ilex Capital Partners bought 70,143 Alcon shares in Q1 2026, an estimated $5.6M.
Alcon made up 2.28% of Ilex Capital Partners's portfolio in Q1 2026, its #17 holding.
Ilex Capital Partners first reported a position in Alcon in Q4 2023 and has held it in 8 quarters since.
Ilex Capital Partners's Alcon position peaked at $126M in Q3 2024.
650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Ilex Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.