Capital Advisors Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.67M Sell
7,546
-298
-4% -$107K 0.31% 64
2026
Q1
$2.25M Sell
7,844
-249
-3% -$78.2K 0.3% 60
2025
Q4
$2.54M Sell
8,093
-137
-2% -$39.2K 0.35% 58
2025
Q3
$2M Buy
8,230
+2,443
+42% +$514K 0.29% 59
2025
Q2
$1.03M Buy
5,787
+33
+0.6% +$5.45K 0.16% 72
2025
Q1
$899K Sell
5,754
-206
-3% -$37.7K 0.16% 71
2024
Q4
$1.13M Buy
5,960
+96
+2% +$16.9K 0.2% 61
2024
Q3
$980K Sell
5,864
-76
-1% -$12.9K 0.18% 63
2024
Q2
$1.09M Buy
5,940
+109
+2% +$18.5K 0.22% 55
2024
Q1
$888K Sell
5,831
-44
-0.7% -$6.35K 0.18% 59
2023
Q4
$828K Buy
5,875
+365
+7% +$49.5K 0.19% 64
2023
Q3
$726K Buy
5,510
+10
+0.2% +$1.3K 0.19% 65
2023
Q2
$665K Sell
5,500
-80
-1% -$9.26K 0.17% 70
2023
Q1
$580K Sell
5,580
-180
-3% -$17.4K 0.16% 72
2022
Q4
$511K Sell
5,760
-20
-0.3% -$1.91K 0.15% 68
2022
Q3
$556K Buy
5,780
+20
+0.3% +$2.23K 0.18% 62
2022
Q2
$630K Hold
5,760
0.2% 56
2022
Q1
$804K Buy
5,760
+120
+2% +$16.3K 0.25% 55
2021
Q4
$816K Buy
5,640
+2,240
+66% +$324K 0.25% 56
2021
Q3
$453K Buy
3,400
+60
+2% +$8.27K 0.16% 69
2021
Q2
$419K Hold
3,340
0.16% 66
2021
Q1
$345K Buy
+3,340
New +$331K 0.15% 66

Other funds holding GOOG

Capital Advisors Wealth Management's GOOG Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Alphabet (Google) Class C (GOOG) stake by 3.8% in Q2 2026, selling an estimated $107K and leaving 7,546 shares worth $2.67M. The position accounts for 0.31% of the portfolio, ranked #64.

Capital Advisors Wealth Management first reported a position in GOOG in Q1 2021 and has held it in 22 quarters since. 5,228 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Capital Advisors Wealth Management held 7,546 shares of Alphabet (Google) Class C worth $2.67M as of Q2 2026.
  • Capital Advisors Wealth Management sold 298 Alphabet (Google) Class C shares in Q2 2026, an estimated $107K.
  • Alphabet (Google) Class C made up 0.31% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Capital Advisors Wealth Management first reported a position in Alphabet (Google) Class C in Q1 2021 and has held it in 22 quarters since.
  • 5,228 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.