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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
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 $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

Invera Wealth Advisors's GOOGL Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Alphabet (Google) Class A (GOOGL) stake by 4.7% in Q1 2026, selling an estimated $324K and leaving 20,770 shares worth $5.97M. The position accounts for 3.83% of the portfolio, ranked #2.

Invera Wealth Advisors first reported a position in GOOGL in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.82M in Q4 2025. 5,614 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Invera Wealth Advisors held 20,770 shares of Alphabet (Google) Class A worth $5.97M as of Q1 2026.
  • Invera Wealth Advisors sold 1,031 Alphabet (Google) Class A shares in Q1 2026, an estimated $324K.
  • Alphabet (Google) Class A made up 3.83% of Invera Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Invera Wealth Advisors first reported a position in Alphabet (Google) Class A in Q4 2023 and has held it in 10 quarters since.
  • Invera Wealth Advisors's Alphabet (Google) Class A position peaked at $6.82M in Q4 2025.
  • 5,614 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.