EXENCIAL WEALTH ADVISORS, LLC

Position in ALC — Alcon Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in ALC

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,082,447

+$90,840 QoQ

Shares Held

27,637

+9.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Healthcare · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $25,092,616 across 4 Medical Instruments & Supplies names. ALC ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	22,156	$10,213,694
2	BDX	Becton Dickinson & Co	41,376	$6,505,548
3	COO	Cooper Companies, Inc.	87,985	$6,290,927
4	ALC	Alcon Inc This page	27,637	$2,082,447

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,082,447	27,637	+9.4%	Shares	Sole	2026-04-28
2025-12-31	$1,991,607	25,271	-5.0%	Shares	Sole	2026-01-30
2025-09-30	$1,982,189	26,603	-26.0%	Shares	Sole	2025-10-27
2025-06-30	$3,173,136	35,944	-10.8%	Shares	Sole	2025-07-30
2025-03-31	$3,823,400	40,276	-0.1%	Shares	Sole	2025-05-09
2024-12-31	$3,423,613	40,330	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$4,030,519	40,277	+6.8%	Shares	Sole	2024-10-31
2024-06-30	$3,359,117	37,709	-35.4%	Shares	Sole	2024-08-12
2024-03-31	$4,861,887	58,373	-10.4%	Shares	Sole	2024-05-10
2023-12-31	$5,087,643	65,126	-0.6%	Shares	Sole	2024-02-13
2023-09-30	$5,049,664	65,529	-9.1%	Shares	Sole	2023-11-08
2023-06-30	$5,921,937	72,122	+9.5%	Shares	Sole	2023-08-10
2023-03-31	$4,646,751	65,874	+5.7%	Shares	Sole	2023-05-02
2022-12-31	$4,273,544	62,342	+17.6%	Shares	Sole	2023-02-14
2022-09-30	$3,083,947	53,007	+19.9%	Shares	Sole	2022-11-08
2022-06-30	$3,088,788	44,195	+2.0%	Shares	Sole	2022-08-11
2022-03-31	$3,438,003	43,338	-6.1%	Shares	Sole	2022-05-12
2021-12-31	$4,018,758	46,129	-30.6%	Shares	Sole	2022-02-10
2021-09-30	$5,345,139	66,424	+38.7%	Shares	Sole	2021-11-04
2021-06-30	$3,363,767	47,876	+1.2%	Shares	Sole	2021-08-16
2021-03-31	$3,320,987	47,321	+19.6%	Shares	Sole	2021-05-06
2020-12-31	$2,610,036	39,558	-8.3%	Shares	Sole	2021-02-11
2020-09-30	$2,457,677	43,155	-2.5%	Shares	Sole	2020-11-13
2020-06-30	$2,536,066	44,244	+8.2%	Shares	Sole	2020-08-17
2020-03-31	$2,078,690	40,903	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.