Night Owl Capital Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Night Owl Capital Management’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	$978K	Hold	3,400	–	–	0.11%	28
2025 Q4	$1.06M	Hold	3,400	–	–	0.12%	27
2025 Q3	$827K	Hold	3,400	–	–	0.09%	28
2025 Q2	$599K	Hold	3,400	–	–	0.07%	30
2025 Q1	$526K	Hold	3,400	–	–	0.07%	28
2024 Q4	$644K	Hold	3,400	–	–	0.08%	27
2024 Q3	$564K	Hold	3,400	–	–	0.08%	26
2024 Q2	$619K	Hold	3,400	–	–	0.09%	25
2024 Q1	$513K	Hold	3,400	–	–	0.08%	27
2023 Q4	$445K	Hold	3,400	–	–	0.11%	23
2023 Q3	$445K	Hold	3,400	–	–	0.11%	23
2023 Q2	$407K	Hold	3,400	–	–	0.11%	23
2023 Q1	$353K	Hold	3,400	–	–	0.13%	18
2022 Q4	$300K	Hold	3,400	–	–	0.14%	17
2022 Q3	$325K	Hold	3,400	–	–	0.14%	15
2022 Q2	$370K	Hold	3,400	–	–	0.14%	18
2022 Q1	$473K	Hold	3,400	–	–	0.13%	18
2021 Q4	$492K	Hold	3,400	–	–	0.1%	19
2021 Q3	$454K	Hold	3,400	–	–	0.08%	24
2021 Q2	$415K	Buy	+3,400	New	+$397K	0.08%	24
2020 Q1	–	Sell	-3,380	Closed	-$226K	–	29
2019 Q4	$226K	Sell	3,380 -60	-2%	-$3.87K	0.07%	27
2019 Q3	$210K	Buy	+3,440	New	+$204K	0.07%	28

Other funds holding GOOGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Night Owl Capital Management's GOOGL Position: Q1 2026 in Review

Night Owl Capital Management held its Alphabet (Google) Class A (GOOGL) position steady in Q1 2026 at 3,400 shares worth $978K. The position accounts for 0.11% of the portfolio, ranked #28.

Night Owl Capital Management first reported a position in GOOGL in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.06M in Q4 2025. 5,620 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Night Owl Capital Management held 3,400 shares of Alphabet (Google) Class A worth $978K as of Q1 2026.
Night Owl Capital Management left its Alphabet (Google) Class A share count unchanged in Q1 2026.
Alphabet (Google) Class A made up 0.11% of Night Owl Capital Management's portfolio in Q1 2026, its #28 holding.
Night Owl Capital Management first reported a position in Alphabet (Google) Class A in Q3 2019 and has held it in 22 quarters since.
Night Owl Capital Management's Alphabet (Google) Class A position peaked at $1.06M in Q4 2025.
5,620 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Night Owl Capital Management's 13F filing for Q1 2026, filed 15 May 2026.