Montag & Caldwell’s Alcon ALC Stock Holding History

Montag & Caldwell’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 Q2	$1.29M	Hold	14,611	–	–	0.28%	42
2025 Q1	$1.39M	Hold	14,611	–	–	0.32%	36
2024 Q4	$1.24M	Buy	14,611 +484	+3%	+$43.6K	0.26%	42
2024 Q3	$1.41M	Buy	14,127 +45	+0.3%	+$4.23K	0.29%	36
2024 Q2	$1.25M	Buy	14,082 +27	+0.2%	+$2.3K	0.25%	43
2024 Q1	$1.17M	Buy	14,055 +2,339	+20%	+$188K	0.2%	43
2023 Q4	$915K	Buy	11,716 +5,203	+80%	+$384K	0.16%	49
2023 Q3	$502K	Buy	+6,513	New	+$535K	0.06%	65

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Montag & Caldwell's ALC Position: Q2 2025 in Review

Montag & Caldwell held its Alcon (ALC) position steady in Q2 2025 at 14,611 shares worth $1.29M. The position accounts for 0.28% of the portfolio, ranked #42.

Montag & Caldwell first reported a position in ALC in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2024. 653 funds tracked by Wall St. Rank hold ALC as of Q2 2025.

Montag & Caldwell held 14,611 shares of Alcon worth $1.29M as of Q2 2025.
Montag & Caldwell left its Alcon share count unchanged in Q2 2025.
Alcon made up 0.28% of Montag & Caldwell's portfolio in Q2 2025, its #42 holding.
Montag & Caldwell first reported a position in Alcon in Q3 2023 and has held it in 8 quarters since.
Montag & Caldwell's Alcon position peaked at $1.41M in Q3 2024.
653 funds tracked by Wall St. Rank held Alcon as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.