Barrier Capital Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Barrier Capital Management’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.8M	Sell	48,024 -5,144	-10%	-$1.62M	12.13%	2
2025 Q4	$16.6M	Buy	+53,168	New	+$15.2M	12.24%	3
2025 Q2	–	Sell	-53,163	Closed	-$8.22M	–	18
2025 Q1	$8.22M	Sell	53,163 -51,100	-49%	-$9.27M	7.87%	6
2024 Q4	$19.7M	Buy	104,263 +36,328	+53%	+$6.36M	15.92%	1
2024 Q3	$11.3M	Sell	67,935 -16,647	-20%	-$2.79M	10.45%	1
2024 Q2	$15.4M	Buy	84,582 +1,800	+2%	+$303K	15.04%	1
2024 Q1	$12.5M	Buy	+82,782	New	+$11.8M	12.35%	1
2023 Q2	–	Sell	-59,137	Closed	-$6.13M	–	17
2023 Q1	$6.13M	Buy	59,137 +3,700	+7%	+$355K	7.23%	5
2022 Q4	$4.89M	Buy	55,437 +5,237	+10%	+$498K	7.25%	6
2022 Q3	$4.8M	Sell	50,200 -27,400	-35%	-$3.04M	6.69%	6
2022 Q2	$8.46M	Sell	77,600 -5,260	-6%	-$619K	10.94%	3
2022 Q1	$11.5M	Sell	82,860 -11,460	-12%	-$1.56M	10.19%	2
2021 Q4	$13.7M	Buy	+94,320	New	+$13.6M	11.59%	2

Other funds holding GOOGL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrier Capital Management's GOOGL Position: Q1 2026 in Review

Barrier Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 9.7% in Q1 2026, selling an estimated $1.62M and leaving 48,024 shares worth $13.8M. The position accounts for 12.13% of the portfolio, ranked #2.

Barrier Capital Management first reported a position in GOOGL in Q4 2021 and has held it in 13 quarters since. The position peaked at $19.7M in Q4 2024. 5,629 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Barrier Capital Management held 48,024 shares of Alphabet (Google) Class A worth $13.8M as of Q1 2026.
Barrier Capital Management sold 5,144 Alphabet (Google) Class A shares in Q1 2026, an estimated $1.62M.
Alphabet (Google) Class A made up 12.13% of Barrier Capital Management's portfolio in Q1 2026, its #2 holding.
Barrier Capital Management first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 13 quarters since.
Barrier Capital Management's Alphabet (Google) Class A position peaked at $19.7M in Q4 2024.
5,629 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Barrier Capital Management's 13F filing for Q1 2026, filed 15 May 2026.