Institute for Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.8M | Sell |
55,480
-1,111
| -2% | -$400K | 1.75% | 5 |
|
|
2026
Q1 | $16.3M | Buy |
56,591
+1,145
| +2% | +$360K | 1.73% | 6 |
|
|
2025
Q4 | $17.4M | Sell |
55,446
-899
| -2% | -$257K | 1.84% | 5 |
|
|
2025
Q3 | $13.7M | Sell |
56,345
-2,241
| -4% | -$469K | 1.43% | 8 |
|
|
2025
Q2 | $10.3M | Buy |
58,586
+338
| +0.6% | +$55.3K | 1.15% | 8 |
|
|
2025
Q1 | $9.01M | Buy |
58,248
+322
| +0.6% | +$58.4K | 1.16% | 8 |
|
|
2024
Q4 | $11M | Sell |
57,926
-2,302
| -4% | -$403K | 1.37% | 8 |
|
|
2024
Q3 | $9.99M | Sell |
60,228
-408
| -0.7% | -$68.4K | 1.26% | 7 |
|
|
2024
Q2 | $11M | Sell |
60,636
-589
| -1% | -$99.3K | 1.48% | 6 |
|
|
2024
Q1 | $9.24M | Sell |
61,225
-94
| -0.2% | -$13.4K | 1.19% | 9 |
|
|
2023
Q4 | $8.57M | Sell |
61,319
-123
| -0.2% | -$16.5K | 1.39% | 7 |
|
|
2023
Q3 | $8.04M | Sell |
61,442
-621
| -1% | -$80.3K | 1.45% | 8 |
|
|
2023
Q2 | $7.43M | Sell |
62,063
-317
| -0.5% | -$36.5K | 1.25% | 10 |
|
|
2023
Q1 | $6.47M | Buy |
62,380
+7,353
| +13% | +$705K | 1.24% | 9 |
|
|
2022
Q4 | $4.86M | Buy |
55,027
+1,897
| +4% | +$180K | 1.02% | 9 |
|
|
2022
Q3 | $5.08M | Buy |
53,130
+9,650
| +22% | +$1.07M | 1.14% | 10 |
|
|
2022
Q2 | $4.74M | Buy |
43,480
+620
| +1% | +$73K | 0.93% | 10 |
|
|
2022
Q1 | $5.96M | Sell |
42,860
-260
| -0.6% | -$35.3K | 0.96% | 10 |
|
|
2021
Q4 | $6.25M | Sell |
43,120
-100
| -0.2% | -$14.4K | 1.02% | 12 |
|
|
2021
Q3 | $5.78M | Hold |
43,220
| – | – | 1.01% | 13 |
|
|
2021
Q2 | $5.28M | Sell |
43,220
-900
| -2% | -$105K | 0.93% | 16 |
|
|
2021
Q1 | $4.55M | Sell |
44,120
-700
| -2% | -$69.1K | 0.87% | 19 |
|
|
2020
Q4 | $3.93M | Buy |
44,820
+1,140
| +3% | +$95.9K | 0.78% | 23 |
|
|
2020
Q3 | $3.2M | Sell |
43,680
-640
| -1% | -$48.8K | 0.73% | 25 |
|
|
2020
Q2 | $3.14M | Buy |
44,320
+5,340
| +14% | +$360K | 0.77% | 23 |
|
|
2020
Q1 | $2.27M | Buy |
38,980
+2,900
| +8% | +$197K | 0.7% | 28 |
|
|
2019
Q4 | $2.42M | Buy |
36,080
+640
| +2% | +$41.3K | 0.55% | 32 |
|
|
2019
Q3 | $2.16M | Sell |
35,440
-1,660
| -4% | -$98.3K | 0.55% | 38 |
|
|
2019
Q2 | $2.01M | Buy |
37,100
+200
| +0.5% | +$11.6K | 0.44% | 52 |
|
|
2019
Q1 | $2.17M | Buy |
36,900
+800
| +2% | +$45.2K | 0.47% | 46 |
|
|
2018
Q4 | $1.89M | Buy |
+36,100
| New | +$1.95M | 0.77% | 33 |
|
Other funds holding GOOGL
Institute for Wealth Management's GOOGL Position: Q2 2026 in Review
Institute for Wealth Management reduced its Alphabet (Google) Class A (GOOGL) stake by 2% in Q2 2026, selling an estimated $400K and leaving 55,480 shares worth $19.8M. The position accounts for 1.75% of the portfolio, ranked #5.
Institute for Wealth Management first reported a position in GOOGL in Q4 2018 and has held it in 31 quarters since. 5,787 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.
- Institute for Wealth Management held 55,480 shares of Alphabet (Google) Class A worth $19.8M as of Q2 2026.
- Institute for Wealth Management sold 1,111 Alphabet (Google) Class A shares in Q2 2026, an estimated $400K.
- Alphabet (Google) Class A made up 1.75% of Institute for Wealth Management's portfolio in Q2 2026, its #5 holding.
- Institute for Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2018 and has held it in 31 quarters since.
- 5,787 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.