Ninety One North America’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $98.9M | Sell |
276,644
-100,645
| -27% | -$36.2M | 4.63% | 3 |
|
|
2026
Q1 | $108M | Sell |
377,289
-49,127
| -12% | -$15.4M | 4.87% | 3 |
|
|
2025
Q4 | $133M | Buy |
426,416
+52,560
| +14% | +$15M | 5.41% | 2 |
|
|
2025
Q3 | $90.9M | Hold |
373,856
| – | – | 4.12% | 5 |
|
|
2025
Q2 | $65.9M | Buy |
373,856
+119,806
| +47% | +$19.6M | 3.23% | 9 |
|
|
2025
Q1 | $39.3M | Sell |
254,050
-20,046
| -7% | -$3.64M | 2.64% | 12 |
|
|
2024
Q4 | $51.9M | Sell |
274,096
-11,494
| -4% | -$2.01M | 3.21% | 8 |
|
|
2024
Q3 | $47.4M | Sell |
285,590
-349,115
| -55% | -$58.6M | 3.22% | 9 |
|
|
2024
Q2 | $116M | Sell |
634,705
-103,666
| -14% | -$17.5M | 5.84% | 4 |
|
|
2024
Q1 | $111M | Buy |
738,371
+117,228
| +19% | +$16.8M | 5.41% | 4 |
|
|
2023
Q4 | $86.8M | Sell |
621,143
-47,329
| -7% | -$6.36M | 4.24% | 5 |
|
|
2023
Q3 | $87.5M | Sell |
668,472
-34,007
| -5% | -$4.4M | 4.29% | 6 |
|
|
2023
Q2 | $84.1M | Buy |
702,479
+402,593
| +134% | +$46.3M | 3.56% | 6 |
|
|
2023
Q1 | $31.1M | Buy |
299,886
+2,796
| +0.9% | +$268K | 1.41% | 23 |
|
|
2022
Q4 | $26.2M | Sell |
297,090
-137,381
| -32% | -$13.1M | 1.28% | 23 |
|
|
2022
Q3 | $41.6M | Buy |
434,471
+4,051
| +0.9% | +$449K | 1.99% | 21 |
|
|
2022
Q2 | $46.9M | Sell |
430,420
-143,700
| -25% | -$16.9M | 2.08% | 21 |
|
|
2022
Q1 | $79.8M | Buy |
574,120
+97,540
| +20% | +$13.2M | 2.93% | 12 |
|
|
2021
Q4 | $69M | Buy |
476,580
+28,640
| +6% | +$4.12M | 2.41% | 16 |
|
|
2021
Q3 | $59.9M | Sell |
447,940
-4,980
| -1% | -$678K | 2.76% | 14 |
|
|
2021
Q2 | $55.3M | Sell |
452,920
-10,420
| -2% | -$1.22M | 2.59% | 14 |
|
|
2021
Q1 | $47.8M | Buy |
463,340
+322,160
| +228% | +$31.8M | 2.76% | 11 |
|
|
2020
Q4 | $12.4M | Sell |
141,180
-1,080
| -0.8% | -$90.9K | 0.76% | 32 |
|
|
2020
Q3 | $10.4M | Sell |
142,260
-66,080
| -32% | -$5.03M | 1.14% | 29 |
|
|
2020
Q2 | $14.8M | Sell |
208,340
-220,880
| -51% | -$14.9M | 1.53% | 12 |
|
|
2020
Q1 | $24.9M | Buy |
429,220
+267,320
| +165% | +$18.1M | 2.07% | 12 |
|
|
2019
Q4 | $10.8M | Buy |
161,900
+9,900
| +7% | +$639K | 0.88% | 35 |
|
|
2019
Q3 | $9.28M | Sell |
152,000
-1,720
| -1% | -$102K | 0.84% | 33 |
|
|
2019
Q2 | $8.32M | Sell |
153,720
-329,360
| -68% | -$19.1M | 0.73% | 38 |
|
|
2019
Q1 | $28.4M | Buy |
483,080
+5,140
| +1% | +$290K | 2.69% | 6 |
|
|
2018
Q4 | $25M | Buy |
477,940
+18,620
| +4% | +$1.01M | 2.66% | 9 |
|
|
2018
Q3 | $27.7M | Sell |
459,320
-148,080
| -24% | -$8.96M | 2.37% | 6 |
|
|
2018
Q2 | $34.3M | Buy |
607,400
+9,500
| +2% | +$517K | 2.46% | 5 |
|
|
2018
Q1 | $31M | Buy |
597,900
+297,680
| +99% | +$16.5M | 2.36% | 8 |
|
|
2017
Q4 | $15.8M | Sell |
300,220
-11,940
| -4% | -$616K | 2.51% | 7 |
|
|
2017
Q3 | $15.2M | Sell |
312,160
-1,280
| -0.4% | -$60.7K | 2.57% | 4 |
|
|
2017
Q2 | $14.6M | Sell |
313,440
-43,800
| -12% | -$2.05M | 2.67% | 5 |
|
|
2017
Q1 | $15.1M | Buy |
357,240
+66,580
| +23% | +$2.8M | 2.86% | 4 |
|
|
2016
Q4 | $11.5M | Buy |
290,660
+24,540
| +9% | +$981K | 1.72% | 14 |
|
|
2016
Q3 | $10.7M | Buy |
266,120
+7,580
| +3% | +$296K | 1.44% | 21 |
|
|
2016
Q2 | $9.1M | Buy |
258,540
+123,280
| +91% | +$4.52M | 1.34% | 36 |
|
|
2016
Q1 | $5.16M | Buy |
+135,260
| New | +$4.98M | 0.86% | 54 |
|
Other funds holding GOOGL
ATO
Ninety One North America's GOOGL Position: Q2 2026 in Review
Ninety One North America reduced its Alphabet (Google) Class A (GOOGL) stake by 27% in Q2 2026, selling an estimated $36.2M and leaving 276,644 shares worth $98.9M. The position accounts for 4.63% of the portfolio, ranked #3.
Ninety One North America first reported a position in GOOGL in Q1 2016 and has held it in 42 quarters since. The position peaked at $133M in Q4 2025. 2,760 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.
- Ninety One North America held 276,644 shares of Alphabet (Google) Class A worth $98.9M as of Q2 2026.
- Ninety One North America sold 100,645 Alphabet (Google) Class A shares in Q2 2026, an estimated $36.2M.
- Alphabet (Google) Class A made up 4.63% of Ninety One North America's portfolio in Q2 2026, its #3 holding.
- Ninety One North America first reported a position in Alphabet (Google) Class A in Q1 2016 and has held it in 42 quarters since.
- Ninety One North America's Alphabet (Google) Class A position peaked at $133M in Q4 2025.
- 2,760 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.
Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.