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Sirios Capital Management’s Alcon ALC Stock Holding History

Sirios Capital 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
2026
Q1 		$16.5M Buy
218,867
+17,434
+9% +$1.39M 2% 13
2025
Q4 		$15.9M Sell
201,433
-185,777
-48% -$14.3M 1.98% 17
2025
Q3 		$28.9M Buy
387,210
+16,328
+4% +$1.36M 3.76% 6
2025
Q2 		$32.7M Sell
370,882
-5,419
-1% -$486K 4.75% 3
2025
Q1 		$35.7M Buy
376,301
+72,809
+24% +$6.53M 6.38% 3
2024
Q4 		$25.8M Sell
303,492
-9,171
-3% -$827K 4.62% 5
2024
Q3 		$31.3M Sell
312,663
-122,942
-28% -$11.6M 5.54% 3
2024
Q2 		$38.8M Buy
435,605
+53,276
+14% +$4.55M 6.76% 1
2024
Q1 		$31.8M Sell
382,329
-152,956
-29% -$12.3M 6% 1
2023
Q4 		$41.8M Buy
535,285
+111,823
+26% +$8.26M 8.53% 1
2023
Q3 		$32.6M Sell
423,462
-59,538
-12% -$4.89M 6.18% 3
2023
Q2 		$39.7M Sell
483,000
-81,654
-14% -$6.24M 6.85% 3
2023
Q1 		$39.8M Sell
564,654
-20,200
-3% -$1.44M 7.02% 2
2022
Q4 		$40.1M Sell
584,854
-4,863
-0.8% -$310K 7.39% 1
2022
Q3 		$34.3M Sell
589,717
-4,128
-0.7% -$286K 6.36% 2
2022
Q2 		$41.5M Buy
593,845
+7,942
+1% +$579K 7.49% 1
2022
Q1 		$46.5M Buy
585,903
+158,237
+37% +$12.2M 6.19% 2
2021
Q4 		$37.3M Sell
427,666
-36,646
-8% -$3.02M 4.27% 5
2021
Q3 		$37.4M Sell
464,312
-280,036
-38% -$21.6M 3.91% 6
2021
Q2 		$52.3M Sell
744,348
-286,682
-28% -$20.4M 4.55% 2
2021
Q1 		$72.4M Buy
1,031,030
+166,063
+19% +$11.8M 6.1% 2
2020
Q4 		$57.1M Sell
864,967
-238,067
-22% -$14.9M 4.44% 3
2020
Q3 		$62.8M Sell
1,103,034
-10,065
-0.9% -$592K 5.12% 1
2020
Q2 		$63.8M Sell
1,113,099
-105,973
-9% -$6M 5.2% 1
2020
Q1 		$62M Buy
1,219,072
+57,859
+5% +$3.33M 5.48% 2
2019
Q4 		$65.7M Buy
1,161,213
+82,658
+8% +$4.73M 4.23% 9
2019
Q3 		$62.9M Buy
1,078,555
+143,313
+15% +$8.6M 4.14% 9
2019
Q2 		$58M Buy
+935,242
New +$54.9M 3.73% 11

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

Sirios Capital Management's ALC Position: Q1 2026 in Review

Sirios Capital Management increased its Alcon (ALC) stake by 8.7% in Q1 2026, buying an estimated $1.39M and bringing the position to 218,867 shares worth $16.5M. The position accounts for 2% of the portfolio, ranked #13.

Sirios Capital Management first reported a position in ALC in Q2 2019 and has held it in 28 quarters since. The position peaked at $72.4M in Q1 2021. 651 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Sirios Capital Management held 218,867 shares of Alcon worth $16.5M as of Q1 2026.
  • Sirios Capital Management bought 17,434 Alcon shares in Q1 2026, an estimated $1.39M.
  • Alcon made up 2% of Sirios Capital Management's portfolio in Q1 2026, its #13 holding.
  • Sirios Capital Management first reported a position in Alcon in Q2 2019 and has held it in 28 quarters since.
  • Sirios Capital Management's Alcon position peaked at $72.4M in Q1 2021.
  • 651 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Sirios Capital Management's 13F filing for Q1 2026, filed 15 May 2026.