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Summitry LLC’s Alcon ALC Stock Holding History

Summitry LLC’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 		– Sell
-4,063
Closed -$320K – 290
2025
Q4 		$320K Buy
4,063
+526
+15% +$40.5K 0.01% 171
2025
Q3 		$264K Buy
3,537
+37
+1% +$3.09K 0.01% 169
2025
Q2 		$309K Buy
3,500
+641
+22% +$57.5K 0.01% 129
2025
Q1 		$271K Buy
2,859
+237
+9% +$21.3K 0.01% 122
2024
Q4 		$223K Buy
2,622
+521
+25% +$47K 0.01% 123
2024
Q3 		$210K Buy
+2,101
New +$198K 0.01% 128

Other funds holding ALC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Summitry LLC's ALC Position: Q1 2026 in Review

Summitry LLC sold out of Alcon (ALC) in Q1 2026, closing a stake of 4,063 shares — an estimated $320K sold.

Summitry LLC first reported a position in ALC in Q3 2024 and held it in 6 quarters. The position peaked at $320K in Q4 2025. 653 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Summitry LLC reported no remaining Alcon position as of Q1 2026 after selling out during the quarter.
  • Summitry LLC sold 4,063 Alcon shares in Q1 2026, an estimated $320K.
  • Summitry LLC first reported a position in Alcon in Q3 2024 and held it in 6 quarters.
  • Summitry LLC's Alcon position peaked at $320K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Summitry LLC's 13F filing for Q1 2026, filed 11 May 2026.