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Summit Wealth Group, LLC/OK’s Alphabet (Google) Class C GOOG Stock Holding History

Summit Wealth Group, LLC/OK’s Portfolio GOOG Stock Details GOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$413K Sell
1,213
-301
-20% -$104K 0.7% 34
2026
Q2 		$535K Hold
1,514
– – 0.69% 33
2026
Q1 		$434K Sell
1,514
-477
-24% -$150K 0.61% 37
2025
Q4 		$625K Buy
+1,991
New +$570K 0.64% 35

Other funds holding GOOG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Summit Wealth Group, LLC/OK's GOOG Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Alphabet (Google) Class C (GOOG) stake by 20% in Q3 2026, selling an estimated $104K and leaving 1,213 shares worth $413K. The position accounts for 0.7% of the portfolio, ranked #34.

Summit Wealth Group, LLC/OK first reported a position in GOOG in Q4 2025 and has held it in 4 quarters since. The position peaked at $625K in Q4 2025. 3,440 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 1,213 shares of Alphabet (Google) Class C worth $413K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 301 Alphabet (Google) Class C shares in Q3 2026, an estimated $104K.
  • Alphabet (Google) Class C made up 0.7% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #34 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Alphabet (Google) Class C in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Alphabet (Google) Class C position peaked at $625K in Q4 2025.
  • 3,440 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.