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

Davidson Kahn 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 Q2	$9.09M	Buy	25,431 +382	+2%	+$138K	3.9%	8
2026 Q1	$7.2M	Sell	25,049 -1,326	-5%	-$417K	3.84%	7
2025 Q4	$8.26M	Sell	26,375 -3,300	-11%	-$943K	4.29%	6
2025 Q3	$7.21M	Sell	29,675 -40	-0.1%	-$8.38K	4.02%	6
2025 Q2	$5.24M	Buy	29,715 +925	+3%	+$151K	3.36%	6
2025 Q1	$4.45M	Buy	28,790 +2,876	+11%	+$522K	3.43%	6
2024 Q4	$4.91M	Buy	+25,914	New	+$4.53M	4.52%	6

Other funds holding GOOGL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davidson Kahn Capital Management's GOOGL Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its Alphabet (Google) Class A (GOOGL) stake by 1.5% in Q2 2026, buying an estimated $138K and bringing the position to 25,431 shares worth $9.09M. The position accounts for 3.9% of the portfolio, ranked #8.

Davidson Kahn Capital Management first reported a position in GOOGL in Q4 2024 and has held it in 7 quarters since. 1,952 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Davidson Kahn Capital Management held 25,431 shares of Alphabet (Google) Class A worth $9.09M as of Q2 2026.
Davidson Kahn Capital Management bought 382 Alphabet (Google) Class A shares in Q2 2026, an estimated $138K.
Alphabet (Google) Class A made up 3.9% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #8 holding.
Davidson Kahn Capital Management first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 7 quarters since.
1,952 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.