GoalVest Advisory
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GoalVest Advisory’s Alphabet (Google) Class A GOOGL Stock Holding History

GoalVest Advisory’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 		$6.82M Buy
19,827
+457
+2% +$159K 1.18% 11
2026
Q2 		$6.92M Sell
19,370
-1,406
-7% -$506K 1.28% 11
2026
Q1 		$5.97M Sell
20,776
-159
-0.8% -$50K 1.17% 12
2025
Q4 		$6.55M Buy
20,935
+682
+3% +$195K 1.26% 13
2025
Q3 		$4.92M Buy
20,253
+905
+5% +$190K 1.04% 16
2025
Q2 		$3.41M Buy
19,348
+759
+4% +$124K 0.84% 18
2025
Q1 		$2.87M Buy
18,589
+342
+2% +$62K 0.79% 22
2024
Q4 		$3.45M Buy
18,247
+1,963
+12% +$343K 0.95% 15
2024
Q3 		$2.7M Buy
16,284
+568
+4% +$95.3K 0.78% 16
2024
Q2 		$2.86M Sell
15,716
-1,152
-7% -$194K 0.91% 12
2024
Q1 		$2.55M Sell
16,868
-742
-4% -$106K 0.85% 14
2023
Q4 		$2.46M Buy
17,610
+836
+5% +$112K 1.08% 11
2023
Q3 		$2.2M Sell
16,774
-189
-1% -$24.4K 1.1% 11
2023
Q2 		$2.03M Sell
16,963
-632
-4% -$72.7K 1.05% 11
2023
Q1 		$1.82M Buy
17,595
+3,818
+28% +$366K 1.07% 13
2022
Q4 		$1.22M Sell
13,777
-20,019
-59% -$1.9M 0.78% 28
2022
Q3 		$3.23M Buy
33,796
+4,496
+15% +$499K 2.27% 9
2022
Q2 		$3.32M Buy
29,300
+2,240
+8% +$264K 2.1% 9
2022
Q1 		$3.76M Buy
+27,060
New +$3.68M 2.12% 9
2021
Q2 		$2.85M Buy
23,320
+380
+2% +$44.4K 1.77% 13
2021
Q1 		$2.37M Sell
22,940
-4,320
-16% -$426K 1.76% 13
2020
Q4 		$2.39M Buy
+27,260
New +$2.29M 2.01% 12

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

GoalVest Advisory's GOOGL Position: Q3 2026 in Review

GoalVest Advisory increased its Alphabet (Google) Class A (GOOGL) stake by 2.4% in Q3 2026, buying an estimated $159K and bringing the position to 19,827 shares worth $6.82M. The position accounts for 1.18% of the portfolio, ranked #11.

GoalVest Advisory first reported a position in GOOGL in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.92M in Q2 2026. 3,922 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • GoalVest Advisory held 19,827 shares of Alphabet (Google) Class A worth $6.82M as of Q3 2026.
  • GoalVest Advisory bought 457 Alphabet (Google) Class A shares in Q3 2026, an estimated $159K.
  • Alphabet (Google) Class A made up 1.18% of GoalVest Advisory's portfolio in Q3 2026, its #11 holding.
  • GoalVest Advisory first reported a position in Alphabet (Google) Class A in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's Alphabet (Google) Class A position peaked at $6.92M in Q2 2026.
  • 3,922 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.