Position in ALC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$872,098
+$517,351 QoQ
Shares Held
12,997
+176.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#269
of 622 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Live Oak Private Wealth LLC holds $872,098 across 1 Medical Instruments & Supplies name. ALC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALC |
Alcon Inc
This page
|
12,997 | $872,098 |
All Filings in ALC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,098 | 12,997 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $354,747 | 4,708 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||