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Formulate Financial’s Alphabet (Google) Class A GOOGL Stock Holding History

Formulate Financial’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
Q3 		– Sell
-580
Closed -$207K – 27
2026
Q2 		$207K Buy
+580
New +$209K 0.22% 26

Other funds holding GOOGL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Formulate Financial's GOOGL Position: Q3 2026 in Review

Formulate Financial sold out of Alphabet (Google) Class A (GOOGL) in Q3 2026, closing a stake of 580 shares — an estimated $207K sold.

Formulate Financial first reported a position in GOOGL in Q2 2026 and held it in 1 quarter. The position peaked at $207K in Q2 2026. 4,014 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Formulate Financial reported no remaining Alphabet (Google) Class A position as of Q3 2026 after selling out during the quarter.
  • Formulate Financial sold 580 Alphabet (Google) Class A shares in Q3 2026, an estimated $207K.
  • Formulate Financial first reported a position in Alphabet (Google) Class A in Q2 2026 and held it in 1 quarter.
  • Formulate Financial's Alphabet (Google) Class A position peaked at $207K in Q2 2026.
  • 4,014 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.