Meritage Portfolio Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$88.6M Sell
283,124
-5,627
-2% -$1.61M 5.88% 2
2025
Q3
$70.2M Sell
288,751
-69,163
-19% -$14.5M 4.68% 3
2025
Q2
$63.1M Sell
357,914
-22,428
-6% -$3.67M 3.99% 4
2025
Q1
$58.8M Sell
380,342
-10,043
-3% -$1.82M 3.9% 3
2024
Q4
$73.9M Sell
390,385
-8,000
-2% -$1.4M 4.59% 3
2024
Q3
$66.1M Sell
398,385
-2,550
-0.6% -$428K 4.05% 3
2024
Q2
$73M Sell
400,935
-4,782
-1% -$806K 4.61% 3
2024
Q1
$61.2M Sell
405,717
-15,881
-4% -$2.27M 3.9% 3
2023
Q4
$58.9M Buy
421,598
+27,556
+7% +$3.7M 3.88% 3
2023
Q3
$51.6M Sell
394,042
-984
-0.2% -$127K 3.81% 3
2023
Q2
$47.3M Sell
395,026
-17,706
-4% -$2.04M 3.35% 3
2023
Q1
$42.8M Sell
412,732
-8,267
-2% -$793K 3.21% 3
2022
Q4
$37.1M Sell
420,999
-20,204
-5% -$1.92M 2.91% 3
2022
Q3
$42.2M Sell
441,203
-1,237
-0.3% -$137K 3.5% 3
2022
Q2
$48.2M Sell
442,440
-22,980
-5% -$2.71M 3.74% 3
2022
Q1
$64.7M Buy
465,420
+77,760
+20% +$10.6M 4.01% 3
2021
Q4
$56.2M Sell
387,660
-6,020
-2% -$867K 3.18% 4
2021
Q3
$52.6M Sell
393,680
-300
-0.1% -$40.8K 3.16% 5
2021
Q2
$48.1M Sell
393,980
-4,500
-1% -$526K 2.9% 4
2021
Q1
$41.1M Sell
398,480
-17,180
-4% -$1.7M 2.74% 4
2020
Q4
$36.4M Buy
415,660
+560
+0.1% +$47.1K 2.68% 4
2020
Q3
$30.4M Sell
415,100
-146,800
-26% -$11.2M 2.72% 4
2020
Q2
$39.8M Buy
561,900
+21,220
+4% +$1.43M 3.83% 4
2020
Q1
$31.4M Sell
540,680
-25,720
-5% -$1.74M 4.26% 3
2019
Q4
$37.9M Buy
566,400
+81,200
+17% +$5.24M 3.34% 3
2019
Q3
$29.6M Buy
485,200
+27,380
+6% +$1.62M 2.81% 3
2019
Q2
$24.8M Buy
457,820
+54,980
+14% +$3.18M 2.52% 5
2019
Q1
$23.7M Buy
402,840
+19,840
+5% +$1.12M 2.4% 5
2018
Q4
$20M Sell
383,000
-34,180
-8% -$1.85M 2.28% 6
2018
Q3
$25.2M Buy
417,180
+204,460
+96% +$12.4M 2.31% 5
2018
Q2
$12M Sell
212,720
-231,000
-52% -$12.6M 1.17% 8
2018
Q1
$23M Buy
443,720
+14,760
+3% +$818K 2.22% 5
2017
Q4
$22.6M Sell
428,960
-7,420
-2% -$383K 2.16% 3
2017
Q3
$21.2M Buy
436,380
+5,060
+1% +$240K 2.08% 3
2017
Q2
$20M Sell
431,320
-11,020
-2% -$515K 2.06% 2
2017
Q1
$18.8M Buy
442,340
+2,180
+0.5% +$91.7K 1.97% 4
2016
Q4
$17.4M Sell
440,160
-2,200
-0.5% -$88K 1.9% 4
2016
Q3
$17.8M Buy
442,360
+100,500
+29% +$3.93M 1.95% 3
2016
Q2
$12M Sell
341,860
-4,000
-1% -$147K 1.35% 12
2016
Q1
$13.2M Sell
345,860
-4,160
-1% -$153K 1.49% 7
2015
Q4
$13.6M Buy
350,020
+680
+0.2% +$25.2K 1.53% 3
2015
Q3
$11.2M Buy
+349,340
New +$11.2M 1.29% 5

Other funds holding GOOGL

Meritage Portfolio Management's GOOGL Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Alphabet (Google) Class A (GOOGL) stake by 1.9% in Q4 2025, selling an estimated $1.61M and leaving 283,124 shares worth $88.6M. The position accounts for 5.88% of the portfolio, ranked #2.

Meritage Portfolio Management first reported a position in GOOGL in Q3 2015 and has held it in 42 quarters since. 5,695 funds tracked by Wall St. Rank hold GOOGL as of Q4 2025.

  • Meritage Portfolio Management held 283,124 shares of Alphabet (Google) Class A worth $88.6M as of Q4 2025.
  • Meritage Portfolio Management sold 5,627 Alphabet (Google) Class A shares in Q4 2025, an estimated $1.61M.
  • Alphabet (Google) Class A made up 5.88% of Meritage Portfolio Management's portfolio in Q4 2025, its #2 holding.
  • Meritage Portfolio Management first reported a position in Alphabet (Google) Class A in Q3 2015 and has held it in 42 quarters since.
  • 5,695 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.