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Litman Gregory Wealth Management’s Alcon ALC Stock Holding History

Litman Gregory Wealth 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
2025
Q4 		$6.3K Buy
+80
New +$6.16K ﹤0.01% 289
2021
Q2 		– Sell
-80
Closed -$6K – 78
2021
Q1 		$6K Hold
80
– – ﹤0.01% 157
2020
Q4 		$5K Hold
80
– – ﹤0.01% 162
2020
Q3 		$5K Hold
80
– – ﹤0.01% 175
2020
Q2 		$5K Hold
80
– – ﹤0.01% 144
2020
Q1 		$4K Buy
+80
New +$4.6K ﹤0.01% 138

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Litman Gregory Wealth Management's ALC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Alcon (ALC) in Q4 2025: 80 shares worth $6.3K. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in ALC as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in ALC in Q1 2020 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold ALC as of Q4 2025.

  • Litman Gregory Wealth Management held 80 shares of Alcon worth $6.3K as of Q4 2025.
  • Alcon was a new Litman Gregory Wealth Management position in Q4 2025.
  • Alcon made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #289 holding.
  • Litman Gregory Wealth Management first reported a position in Alcon in Q1 2020 and has held it in 6 quarters since.
  • 657 funds tracked by Wall St. Rank held Alcon as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.