Grove Bank & Trust ALC — ALCON AG

Ownership history in Grove Bank & Trust  ·  15 quarters on record

AI Ownership Summary

Grove Bank & Trust reported ALCON AG (ALC) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows ALC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in ALCON AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ALC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALC stock page Grove Bank & Trust fund profile Grove Bank & Trust full holdings
How Grove Bank & Trust held ALC — position size vs. price
% of Fund (quarterly)    ALC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 324 -20 -5.8% 0.00% $22K 2026-07-07 $66.87
2026 Q1 REDUCED 10.4% -9.8% ✅ 344 -40 -10.4% 0.00% $26K 2026-04-08 $76.93
2025 Q4 ADDED — — — 384 +109 +39.6% 0.00% $30K 2026-01-08 $80.23
2025 Q3 UNCHANGED — — — 275 — 0% 0.00% $20K 2025-10-06 $76.45
2025 Q2 UNCHANGED — — — 275 — 0% 0.00% $24K 2025-07-11 $87.05
2025 Q1 UNCHANGED — — — 275 — 0% 0.00% $26K 2025-04-17 $91.77
2024 Q4 ADDED — — — 275 +26 +10.4% 0.00% $23K 2025-01-16 $83.44
2024 Q3 ADDED — — — 249 +65 +35.3% 0.00% $25K 2024-10-11 $95.88
2024 Q2 UNCHANGED — — — 184 — 0% 0.00% $16K 2024-07-24 $91.64
2024 Q1 UNCHANGED — — — 184 — 0% 0.00% $15K 2024-04-30 $76.68
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALC

As of 2026 Q2 — sorted by position size

Chesley Taft & Associates LLC 3Y 7Y 0.07% Trust Co of the South 0.03% Dynamic Advisor Solutions LLC 3Y 7Y 0.03% Versant Capital Management, Inc 3Y 7Y 0.02% Trust Point Inc. 0.02% Hilltop National Bank 0.01% Arlington Trust Co LLC 0.01% Assenagon Asset Management S.A. 3Y 7Y 0.0% GAMMA Investing LLC 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0%

FAQ About Grove Bank & Trust and ALC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning ALC?

Grove Bank & Trust reported ALC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ALC position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for ALC was 0.00% in 2024 Q3.

What is the latest reported ALC position on this page?

The most recent filing on this page is 2026 Q2, when Grove Bank & Trust reported 324 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this ALC ownership page compare?

The chart compares Grove Bank & Trust's quarterly ALC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grove Bank & Trust time their ALC position?

Based on 13F filing dates vs. subsequent ALC price moves, Grove Bank & Trust correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on ALC relative to SPY over the holding period was -19.9%.

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