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Nearwater Capital Markets’s Alphabet (Google) Class A GOOGL Stock Holding History

Nearwater Capital Markets’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
Q2 		$189M Buy
527,900
+235,900
+81% +$84.9M 3.25% 7
2026
Q1 		$84M Sell
292,000
-1,017,000
-78% -$320M 1.98% 14
2025
Q4 		$410M Buy
1,309,000
+311,000
+31% +$88.9M 7.01% 1
2025
Q3 		$243M Sell
998,000
-78,000
-7% -$16.3M 3.24% 6
2025
Q2 		$190M Buy
1,076,000
+435,000
+68% +$71.2M 3.03% 7
2025
Q1 		$99.1M Buy
641,000
+360,000
+128% +$65.3M 2.82% 8
2024
Q4 		$53.2M Buy
+281,000
New +$49.2M 1.52% 15

Other funds holding GOOGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nearwater Capital Markets's GOOGL Position: Q2 2026 in Review

Nearwater Capital Markets increased its Alphabet (Google) Class A (GOOGL) stake by 81% in Q2 2026, buying an estimated $84.9M and bringing the position to 527,900 shares worth $189M. The position accounts for 3.25% of the portfolio, ranked #7.

Nearwater Capital Markets first reported a position in GOOGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $410M in Q4 2025. 5,815 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Nearwater Capital Markets held 527,900 shares of Alphabet (Google) Class A worth $189M as of Q2 2026.
  • Nearwater Capital Markets bought 235,900 Alphabet (Google) Class A shares in Q2 2026, an estimated $84.9M.
  • Alphabet (Google) Class A made up 3.25% of Nearwater Capital Markets's portfolio in Q2 2026, its #7 holding.
  • Nearwater Capital Markets first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 7 quarters since.
  • Nearwater Capital Markets's Alphabet (Google) Class A position peaked at $410M in Q4 2025.
  • 5,815 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.