Lutz Financial Services
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Lutz Financial Services’s Alphabet (Google) Class A GOOGL Stock Holding History

Lutz Financial Services’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 		$616K Sell
1,789
-209
-10% -$72.5K 0.04% 74
2026
Q2 		$714K Sell
1,998
-150
-7% -$54K 0.04% 72
2026
Q1 		$618K Sell
2,148
-35
-2% -$11K 0.04% 72
2025
Q4 		$683K Sell
2,183
-503
-19% -$144K 0.05% 70
2025
Q3 		$653K Buy
2,686
+78
+3% +$16.3K 0.05% 67
2025
Q2 		$460K Buy
2,608
+45
+2% +$7.37K 0.04% 72
2025
Q1 		$396K Buy
2,563
+146
+6% +$26.5K 0.03% 73
2024
Q4 		$458K Buy
2,417
+197
+9% +$34.5K 0.04% 71
2024
Q3 		$368K Buy
2,220
+209
+10% +$35.1K 0.03% 73
2024
Q2 		$366K Buy
2,011
+283
+16% +$47.7K 0.03% 73
2024
Q1 		$261K Sell
1,728
-15
-0.9% -$2.15K 0.02% 81
2023
Q4 		$243K Sell
1,743
-142
-8% -$19.1K 0.02% 81
2023
Q3 		$247K Sell
1,885
-551
-23% -$71.3K 0.03% 74
2023
Q2 		$292K Sell
2,436
-16
-0.7% -$1.84K 0.03% 70
2023
Q1 		$254K Buy
+2,452
New +$235K 0.03% 71
2022
Q4 		– Sell
-2,127
Closed -$203K – 77
2022
Q3 		$203K Buy
+2,127
New +$236K 0.03% 71

Other funds holding GOOGL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lutz Financial Services's GOOGL Position: Q3 2026 in Review

Lutz Financial Services reduced its Alphabet (Google) Class A (GOOGL) stake by 10% in Q3 2026, selling an estimated $72.5K and leaving 1,789 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #74.

Lutz Financial Services first reported a position in GOOGL in Q3 2022 and has held it in 16 quarters since. The position peaked at $714K in Q2 2026. 4,014 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Lutz Financial Services held 1,789 shares of Alphabet (Google) Class A worth $616K as of Q3 2026.
  • Lutz Financial Services sold 209 Alphabet (Google) Class A shares in Q3 2026, an estimated $72.5K.
  • Alphabet (Google) Class A made up 0.04% of Lutz Financial Services's portfolio in Q3 2026, its #74 holding.
  • Lutz Financial Services first reported a position in Alphabet (Google) Class A in Q3 2022 and has held it in 16 quarters since.
  • Lutz Financial Services's Alphabet (Google) Class A position peaked at $714K in Q2 2026.
  • 4,014 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.