Position in ALC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,467
-$1,287 QoQ
Shares Held
156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 622 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Key Financial Inc holds $122,554 across 8 Medical Instruments & Supplies names. ALC ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOLV |
Solventum Corp
|
728 | $56,164 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
60 | $23,860 | |
| 3 | BDX |
Becton Dickinson & Co
|
95 | $14,376 | |
| 4 | RMD |
Resmed Inc
|
55 | $10,718 | |
| 5 | ALC |
Alcon Inc
This page
|
156 | $10,467 | |
| 6 | WRBY |
Warby Parker Inc.
|
200 | $6,068 | |
| 7 | ALGN |
Align Technology Inc
|
5 | $843 | |
| 8 | EMBC |
Embecta Corp.
|
18 | $58 |
All Filings in ALC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,467 | 156 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,754 | 156 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,294 | 156 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,525 | 356 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,427 | 356 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $33,795 | 356 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $39,049 | 460 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $46,032 | 460 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $40,976 | 460 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $38,313 | 460 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $51,559 | 660 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $50,859 | 660 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $54,192 | 660 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $46,556 | 660 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $31,533 | 460 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $26,762 | 460 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $32,149 | 460 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $36,491 | 460 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $22,651 | 260 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $19,795 | 246 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $17,283 | 246 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $17,264 | 246 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $16,231 | 246 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $11,383 | 224 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||