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 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

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

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

Ruggaard & Associates reduced its Alcon (ALC) stake by 3.7% in Q1 2026, selling an estimated $12.4K and leaving 4,041 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #101.

Ruggaard & Associates first reported a position in ALC in Q1 2023 and has held it in 13 quarters since. The position peaked at $501K in Q3 2024. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Ruggaard & Associates held 4,041 shares of Alcon worth $305K as of Q1 2026.
Ruggaard & Associates sold 155 Alcon shares in Q1 2026, an estimated $12.4K.
Alcon made up 0.12% of Ruggaard & Associates's portfolio in Q1 2026, its #101 holding.
Ruggaard & Associates first reported a position in Alcon in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's Alcon position peaked at $501K in Q3 2024.
650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.