Circle Wealth Management, LLC

Position in ALC — Alcon Inc

CIK 1578242 SUMMIT, NJ

Position in ALC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$611,952

New position

Shares Held

9,120

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#294

of 624 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Circle Wealth Management, LLC holds $3,725,785 across 4 Medical Instruments & Supplies names. ALC ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	3,226	$1,282,915
2	WRBY	Warby Parker Inc.	35,697	$1,083,046
3	BDX	Becton Dickinson & Co	4,942	$747,872
4	ALC	Alcon Inc This page	9,120	$611,952

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$611,952	9,120	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.