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Gavin Baker’s Alphabet (Google) Class A GOOGL Stock Holding History

Gavin Baker’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 		$175M Sell
488,296
-66,727
-12% -$24M 1.22% 16
2026
Q1 		$160M Buy
555,023
+40,684
+8% +$12.8M 3.19% 9
2025
Q4 		$161M Sell
514,339
-35,921
-7% -$10.3M 1.97% 13
2025
Q3 		$134M Sell
550,260
-400,599
-42% -$83.9M 2.61% 7
2025
Q2 		$168M Buy
950,859
+761,782
+403% +$125M 4.65% 5
2025
Q1 		$29.2M Sell
189,077
-254,544
-57% -$46.2M 0.89% 32
2024
Q4 		$84M Buy
443,621
+224,104
+102% +$39.2M 1.84% 18
2024
Q3 		$36.4M Sell
219,517
-317,918
-59% -$53.3M 0.93% 32
2024
Q2 		$97.9M Sell
537,435
-357,775
-40% -$60.3M 3.2% 14
2024
Q1 		$135M Buy
+895,210
New +$128M 3.07% 13
2023
Q4 		– Sell
-1,240,957
Closed -$162M – 39
2023
Q3 		$162M Buy
+1,240,957
New +$161M 5.31% 8
2022
Q3 		– Sell
-296,540
Closed -$32.3M – 43
2022
Q2 		$32.3M Sell
296,540
-1,642,220
-85% -$193M 1.2% 30
2022
Q1 		$270M Buy
1,938,760
+996,460
+106% +$135M 8.31% 3
2021
Q4 		$136M Buy
942,300
+457,240
+94% +$65.9M 4.27% 11
2021
Q3 		$64.8M Sell
485,060
-129,120
-21% -$17.6M 1.53% 26
2021
Q2 		$75M Buy
+614,180
New +$71.7M 1.34% 25
2020
Q3 		– Sell
-592,220
Closed -$42M – 39
2020
Q2 		$42M Buy
592,220
+51,400
+10% +$3.47M 5.93% 7
2020
Q1 		$31.4M Buy
540,820
+140,000
+35% +$9.49M 6.95% 4
2019
Q4 		$26.8M Buy
+400,820
New +$25.9M 6.16% 5

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

Gavin Baker's GOOGL Position: Q2 2026 in Review

Gavin Baker reduced its Alphabet (Google) Class A (GOOGL) stake by 12% in Q2 2026, selling an estimated $24M and leaving 488,296 shares worth $175M. The position accounts for 1.22% of the portfolio, ranked #16.

Gavin Baker first reported a position in GOOGL in Q4 2019 and has held it in 19 quarters since. The position peaked at $270M in Q1 2022. 5,760 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Gavin Baker held 488,296 shares of Alphabet (Google) Class A worth $175M as of Q2 2026.
  • Gavin Baker sold 66,727 Alphabet (Google) Class A shares in Q2 2026, an estimated $24M.
  • Alphabet (Google) Class A made up 1.22% of Gavin Baker's portfolio in Q2 2026, its #16 holding.
  • Gavin Baker first reported a position in Alphabet (Google) Class A in Q4 2019 and has held it in 19 quarters since.
  • Gavin Baker's Alphabet (Google) Class A position peaked at $270M in Q1 2022.
  • 5,760 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.