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

Summit Wealth Group, LLC/OK’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
Q3 		$834K Sell
2,423
-255
-10% -$88.5K 1.41% 23
2026
Q2 		$957K Buy
2,678
+30
+1% +$10.8K 1.24% 22
2026
Q1 		$761K Sell
2,648
-563
-18% -$177K 1.06% 27
2025
Q4 		$1.01M Buy
+3,211
New +$917K 1.04% 27

Other funds holding GOOGL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Summit Wealth Group, LLC/OK reduced its Alphabet (Google) Class A (GOOGL) stake by 9.5% in Q3 2026, selling an estimated $88.5K and leaving 2,423 shares worth $834K. The position accounts for 1.41% of the portfolio, ranked #23.

Summit Wealth Group, LLC/OK first reported a position in GOOGL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 3,781 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 2,423 shares of Alphabet (Google) Class A worth $834K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 255 Alphabet (Google) Class A shares in Q3 2026, an estimated $88.5K.
  • Alphabet (Google) Class A made up 1.41% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #23 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Alphabet (Google) Class A in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Alphabet (Google) Class A position peaked at $1.01M in Q4 2025.
  • 3,781 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

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