Position in ALC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$43,816
-$5,387 QoQ
Shares Held
653
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 179 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,319,171 across 11 Medical Instruments & Supplies names. ALC ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
19,079 | $2,887,225 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
2,793 | $1,110,720 | |
| 3 | AVR |
Anteris Technologies Global Corp.
|
14,350 | $141,347 | |
| 4 | SOLV |
Solventum Corp
|
937 | $72,289 | |
| 5 | ALC |
Alcon Inc
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|
653 | $43,816 | |
| 6 | BAX |
Baxter International Inc
|
1,863 | $39,719 | |
| 7 | ALGN |
Align Technology Inc
|
50 | $8,433 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
15 | $5,385 |
All Filings in ALC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,816 | 653 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $49,203 | 653 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $54,851 | 696 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $51,858 | 696 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $61,442 | 696 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $66,071 | 696 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $38,624 | 455 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $47,933 | 479 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $42,669 | 479 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $39,895 | 479 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $42,106 | 539 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $41,535 | 539 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $44,257 | 539 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $49,448 | 701 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $34,343 | 501 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $29,148 | 501 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $56,261 | 805 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $39,744 | 501 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $40,315 | 501 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $39,767 | 566 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $42,178 | 601 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $45,592 | 691 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $39,921 | 701 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $83,343 | 1,454 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $94,779 | 1,865 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||