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Montag & Associates’s Alcon ALC Stock Holding History

Montag & Associates’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 		$5.05K Sell
67
-230
-77% -$18.4K ﹤0.01% 802
2025
Q4 		$23.4K Sell
297
-234
-44% -$18K ﹤0.01% 684
2025
Q3 		$39.6K Buy
531
+6
+1% +$501 ﹤0.01% 628
2025
Q2 		$46.3K Hold
525
– – ﹤0.01% 596
2025
Q1 		$49.8K Hold
525
– – ﹤0.01% 620
2024
Q4 		$44.6K Hold
525
– – ﹤0.01% 628
2024
Q3 		$52.5K Hold
525
– – ﹤0.01% 609
2024
Q2 		$46.8K Hold
525
– – ﹤0.01% 603
2024
Q1 		$43.7K Hold
525
– – ﹤0.01% 616
2023
Q4 		$41K Hold
525
– – ﹤0.01% 613
2023
Q3 		$40.5K Sell
525
-2,800
-84% -$230K ﹤0.01% 591
2023
Q2 		$273K Hold
3,325
– – 0.02% 355
2023
Q1 		$235K Hold
3,325
– – 0.02% 362
2022
Q4 		$228K Buy
3,325
+67
+2% +$4.27K 0.02% 348
2022
Q3 		$190K Sell
3,258
-2,492
-43% -$173K 0.01% 360
2022
Q2 		$402K Sell
5,750
-13,275
-70% -$969K 0.03% 290
2022
Q1 		$1.51M Hold
19,025
– – 0.08% 189
2021
Q4 		$1.66M Sell
19,025
-1,375
-7% -$113K 0.08% 190
2021
Q3 		$1.64M Buy
+20,400
New +$1.57M 0.09% 183

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

Montag & Associates's ALC Position: Q1 2026 in Review

Montag & Associates reduced its Alcon (ALC) stake by 77% in Q1 2026, selling an estimated $18.4K and leaving 67 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Montag & Associates first reported a position in ALC in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2021. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Montag & Associates held 67 shares of Alcon worth $5.05K as of Q1 2026.
  • Montag & Associates sold 230 Alcon shares in Q1 2026, an estimated $18.4K.
  • Alcon made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #802 holding.
  • Montag & Associates first reported a position in Alcon in Q3 2021 and has held it in 19 quarters since.
  • Montag & Associates's Alcon position peaked at $1.66M in Q4 2021.
  • 650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.