ALC ALCON AG

Ownership history in Socorro Asset Management LP  ·  18 quarters on record

AI Ownership Summary

Socorro Asset Management LP reported ALCON AG (ALC) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.96% in 2024 Q2. The latest visible filing shows ALC at 2.89% 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 Socorro Asset Management LP'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
2025 Q4

ALC was reported at 2.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.96% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Socorro Asset Management LP held ALC — position size vs. price
% of Fund (quarterly)    ALC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 94,750 -11,806 -11.1% 2.89% $7.5M 2026-02-14 (Est.) $79.20
2025 Q3 ADDED 106,556 +27,495 +34.8% 2.86% $7.9M 2025-11-14 $77.65
2025 Q2 ADDED 79,061 +2,221 +2.9% 2.33% $7.0M 2025-08-14 $86.79
2025 Q1 ADDED 76,840 +4,045 +5.6% 2.52% $7.3M 2025-05-15 $87.67
2024 Q4 UNCHANGED 72,795 0% 2.42% $6.2M 2025-02-14 $89.74
2024 Q3 REDUCED 72,795 -12,411 -14.6% 2.77% $7.3M 2024-11-14 $84.87
2024 Q2 UNCHANGED 85,206 0% 2.96% $7.6M 2024-08-14 $93.28
2024 Q1 ADDED 85,206 +2,110 +2.5% 2.71% $7.1M 2024-05-15 $89.66
2023 Q4 ADDED 83,096 +1,105 +1.3% 2.87% $6.5M 2024-02-13 $74.34
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Socorro Asset Management LP and ALC

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

How long has Socorro Asset Management LP reported owning ALC?

Socorro Asset Management LP reported ALC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ALC position in Socorro Asset Management LP's portfolio?

The largest reported portfolio weight for ALC was 2.96% in 2024 Q2.

What is the latest reported ALC position on this page?

The most recent filing on this page is 2025 Q4, when Socorro Asset Management LP reported 94,750 shares, equal to 2.89% of portfolio, with an estimated market value of $7.5M.

What does the chart on this ALC ownership page compare?

The chart compares Socorro Asset Management LP'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.

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