Solutions 4 Wealth, Ltd ALC — ALCON AG

Ownership history in Solutions 4 Wealth, Ltd  ·  8 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported ALCON AG (ALC) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.73% in 2024 Q2. The latest visible filing shows ALC at 0.41% 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.

What this ALC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd'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 Q1

ALC was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% 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
2024 Q2 to 2026 Q1

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 Solutions 4 Wealth, Ltd fund profile Solutions 4 Wealth, Ltd full holdings
How Solutions 4 Wealth, Ltd 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,629 — 0% 0.41% $273K 2026-05-05 $74.45
2025 Q4 UNCHANGED — — — 3,629 — 0% 0.43% $286K 2026-02-09 $78.06
2025 Q3 UNCHANGED — — — 3,629 — 0% 0.42% $270K 2025-11-04 $73.83
2025 Q2 UNCHANGED — — — 3,629 — 0% 0.53% $320K 2025-08-13 $86.06
2025 Q1 UNCHANGED — — — 3,629 — 0% 0.61% $345K 2025-05-09 $94.95
2024 Q4 UNCHANGED — — — 3,629 — 0% 0.56% $308K 2025-01-28 $90.50
2024 Q3 UNCHANGED — — — 3,629 — 0% 0.71% $363K 2024-11-14 $84.46
2024 Q2 INITIATED — — — 3,629 — — 0.73% $323K 2024-08-14 $92.83

🏢 Other funds also holding ALC

As of 2026 Q1 — sorted by position size

WORMSER FRERES GESTION 5.21% Banque Cantonale Vaudoise 3Y 3.12% Pictet North America Advisors SA 3Y 7Y 3.04% CAISSE DES DEPOTS ET CONSIGNATIONS 2.89% Ninety One North America, Inc. 3Y 7Y 2.48% FIRETRAIL INVESTMENTS PTY LTD 2.14% Walter Public Investments Inc. 3Y 1.89% First Fiduciary Investment Counsel, Inc. 3Y 7Y 1.86% LaFleur & Godfrey LLC 3Y 7Y 1.69% MCDANIEL TERRY & CO 3Y 7Y 1.56%

FAQ About Solutions 4 Wealth, Ltd and ALC

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

How long has Solutions 4 Wealth, Ltd reported owning ALC?

Solutions 4 Wealth, Ltd reported ALC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ALC position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for ALC was 0.73% in 2024 Q2.

What is the latest reported ALC position on this page?

The most recent filing on this page is 2026 Q1, when Solutions 4 Wealth, Ltd reported 3,629 shares, equal to 0.41% of portfolio, with an estimated market value of $273K.

What does the chart on this ALC ownership page compare?

The chart compares Solutions 4 Wealth, Ltd'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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