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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's GOOGL Position: Q1 2026 in Review

Institute for Wealth Management increased its Alphabet (Google) Class A (GOOGL) stake by 2.1% in Q1 2026, buying an estimated $360K and bringing the position to 56,591 shares worth $16.3M. The position accounts for 1.73% of the portfolio, ranked #6.

Institute for Wealth Management first reported a position in GOOGL in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.4M in Q4 2025. 5,614 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Institute for Wealth Management held 56,591 shares of Alphabet (Google) Class A worth $16.3M as of Q1 2026.
  • Institute for Wealth Management bought 1,145 Alphabet (Google) Class A shares in Q1 2026, an estimated $360K.
  • Alphabet (Google) Class A made up 1.73% of Institute for Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Institute for Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2018 and has held it in 30 quarters since.
  • Institute for Wealth Management's Alphabet (Google) Class A position peaked at $17.4M in Q4 2025.
  • 5,614 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.