Invera Wealth Advisors
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Invera Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Invera Wealth Advisors’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 		$5.85M Buy
16,997
+338
+2% +$117K 3.02% 8
2026
Q2 		$5.95M Sell
16,659
-4,111
-20% -$1.48M 3.19% 5
2026
Q1 		$5.97M Sell
20,770
-1,031
-5% -$324K 3.83% 2
2025
Q4 		$6.82M Sell
21,801
-2,262
-9% -$646K 4.31% 2
2025
Q3 		$5.85M Sell
24,063
-528
-2% -$111K 3.61% 5
2025
Q2 		$4.33M Sell
24,591
-150
-0.6% -$24.6K 2.83% 11
2025
Q1 		$3.83M Sell
24,741
-1,936
-7% -$351K 2.47% 12
2024
Q4 		$5.28M Sell
26,677
-1,594
-6% -$279K 5.23% 3
2024
Q3 		$5.11M Sell
28,271
-666
-2% -$112K 5.08% 4
2024
Q2 		$5.37M Sell
28,937
-940
-3% -$158K 5.51% 4
2024
Q1 		$4.66M Buy
29,877
+435
+1% +$62.2K 3.96% 4
2023
Q4 		$4.11M Buy
+29,442
New +$3.96M 2.57% 8

Other funds holding GOOGL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invera Wealth Advisors's GOOGL Position: Q3 2026 in Review

Invera Wealth Advisors increased its Alphabet (Google) Class A (GOOGL) stake by 2% in Q3 2026, buying an estimated $117K and bringing the position to 16,997 shares worth $5.85M. The position accounts for 3.02% of the portfolio, ranked #8.

Invera Wealth Advisors first reported a position in GOOGL in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.82M in Q4 2025. 5,063 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Invera Wealth Advisors held 16,997 shares of Alphabet (Google) Class A worth $5.85M as of Q3 2026.
  • Invera Wealth Advisors bought 338 Alphabet (Google) Class A shares in Q3 2026, an estimated $117K.
  • Alphabet (Google) Class A made up 3.02% of Invera Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Invera Wealth Advisors first reported a position in Alphabet (Google) Class A in Q4 2023 and has held it in 12 quarters since.
  • Invera Wealth Advisors's Alphabet (Google) Class A position peaked at $6.82M in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.