David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Alcon Inc. (ALC)
← All ALC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 0.56 $67.76–87.49 · VW $77.27i SEC
2021   Q2 54,875 0.56 Reduce 79.84% 2.35 $65.60–76.53 · VW $70.82i $3,855,000 SEC
2021   Q1 272,137 2.94 Reduce 6.00% 0.17 $64.83–76.26 · VW $70.68i $19,097,000 SEC
2020   Q4 289,498 2.84 Reduce 5.29% 0.15 $55.87–68.11 · VW $62.81i $19,100,000 SEC
2020   Q3 305,660 2.75 Reduce 4.58% 0.14 $54.51–63.09 · VW $58.43i $17,407,000 SEC
2020   Q2 320,342 3.11 Reduce 6.67% 0.22 $49.74–64.92 · VW $56.87i $18,361,000 SEC
2020   Q1 343,242 3.31 Reduce 26.30% 0.70 $39.37–65.37 · VW $54.37i $17,443,000 SEC
2019   Q4 465,735 2.67 Reduce 28.61% 0.96 $54.81–59.46 · VW $57.10i $26,346,000 SEC
2019   Q3 652,367 3.37 Add 44.64% 1.04 $56.00–62.95 · VW $59.69i $38,025,000 SEC
2019   Q2 451,024 2.37 Buy 2.37 $53.78–63.73 · VW $57.78i
IPO/listing quarter
$27,985,000 SEC
Price snapshot:
Current price$69.00
52-week low$61.83
52-week high$92.10