Ruggaard & Associates’s Alcon ALC Stock Holding History

Ruggaard & 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 Q2	$271K	Hold	4,041	–	–	0.1%	108
2026 Q1	$305K	Sell	4,041 -155	-4%	-$12.4K	0.12%	101
2025 Q4	$331K	Sell	4,196 -520	-11%	-$40K	0.13%	91
2025 Q3	$351K	Sell	4,716 -261	-5%	-$21.8K	0.13%	85
2025 Q2	$439K	Sell	4,977 -31	-0.6%	-$2.78K	0.18%	70
2025 Q1	$475K	Hold	5,008	–	–	0.21%	65
2024 Q4	$425K	Hold	5,008	–	–	0.19%	69
2024 Q3	$501K	Buy	5,008 +125	+3%	+$11.8K	0.22%	66
2024 Q2	$435K	Buy	4,883 +49	+1%	+$4.18K	0.2%	70
2024 Q1	$403K	Buy	4,834 +115	+2%	+$9.22K	0.19%	71
2023 Q4	$369K	Buy	4,719 +71	+2%	+$5.25K	0.2%	73
2023 Q3	$358K	Hold	4,648	–	–	0.21%	72
2023 Q2	$382K	Hold	4,648	–	–	0.22%	67
2023 Q1	$328K	Buy	+4,648	New	+$331K	0.2%	70

Other funds holding ALC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Ruggaard & Associates's ALC Position: Q2 2026 in Review

Ruggaard & Associates held its Alcon (ALC) position steady in Q2 2026 at 4,041 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #108.

Ruggaard & Associates first reported a position in ALC in Q1 2023 and has held it in 14 quarters since. The position peaked at $501K in Q3 2024. 630 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Ruggaard & Associates held 4,041 shares of Alcon worth $271K as of Q2 2026.
Ruggaard & Associates left its Alcon share count unchanged in Q2 2026.
Alcon made up 0.1% of Ruggaard & Associates's portfolio in Q2 2026, its #108 holding.
Ruggaard & Associates first reported a position in Alcon in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's Alcon position peaked at $501K in Q3 2024.
630 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.