Position in ALC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,881,154
+$269,403 QoQ
Shares Held
132,357
+15.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#141
of 626 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ALC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Creative Planning holds $195,883,119 across 27 Medical Instruments & Supplies names. ALC ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
This page
|
132,357 | $8,881,154 |
All Filings in ALC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,881,154 | 132,357 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,611,751 | 114,290 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,962,528 | 75,657 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,390,130 | 45,499 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,036,691 | 45,726 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,097,930 | 53,702 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,696,619 | 43,546 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,412,286 | 44,092 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,245,978 | 36,439 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,616,887 | 31,419 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,979,873 | 25,344 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,958,017 | 25,409 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,834,255 | 22,339 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,256,316 | 17,810 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,097,759 | 16,014 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $818,127 | 14,062 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $932,961 | 13,349 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,095,705 | 13,812 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,050,928 | 12,063 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $971,675 | 12,075 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $762,883 | 10,858 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $893,040 | 12,725 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $909,534 | 13,785 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $554,806 | 9,742 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $549,641 | 9,589 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $539,352 | 10,613 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||