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Institute for Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Institute for Wealth 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
Q1 		– Sell
-300
Closed -$93.9K – 556
2025
Q4 		$93.9K Buy
+300
New +$85.7K 0.01% 534

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

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.