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Caldwell Investment Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Caldwell Investment 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
Q2 		– Sell
-2,500
Closed -$685K – 45
2026
Q1 		$685K Buy
+2,500
New +$786K 0.27% 52

Other funds holding GOOGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caldwell Investment Management's GOOGL Position: Q2 2026 in Review

Caldwell Investment Management sold out of Alphabet (Google) Class A (GOOGL) in Q2 2026, closing a stake of 2,500 shares — an estimated $685K sold.

Caldwell Investment Management first reported a position in GOOGL in Q1 2026 and held it in 1 quarter. The position peaked at $685K in Q1 2026. 5,775 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Caldwell Investment Management reported no remaining Alphabet (Google) Class A position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 2,500 Alphabet (Google) Class A shares in Q2 2026, an estimated $685K.
  • Caldwell Investment Management first reported a position in Alphabet (Google) Class A in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's Alphabet (Google) Class A position peaked at $685K in Q1 2026.
  • 5,775 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.