Optivise Advisory Services
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Optivise Advisory Services’s Alphabet (Google) Class A GOOGL Stock Holding History

Optivise Advisory Services’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 		$2.07M Buy
6,026
+243
+4% +$84.3K 1.02% 24
2026
Q2 		$2.07M Sell
5,783
-1
-0% -$360 1.05% 20
2026
Q1 		$1.66M Sell
5,784
-479
-8% -$151K 1.01% 22
2025
Q4 		$1.96M Buy
6,263
+827
+15% +$236K 1.13% 18
2025
Q3 		$1.32M Buy
5,436
+1,478
+37% +$310K 0.79% 36
2025
Q2 		$697K Sell
3,958
-1,054
-21% -$173K 0.36% 71
2025
Q1 		$775K Sell
5,012
-452
-8% -$82K 0.43% 58
2024
Q4 		$1.03M Buy
5,464
+403
+8% +$70.5K 0.56% 48
2024
Q3 		$839K Sell
5,061
-659
-12% -$111K 0.44% 59
2024
Q2 		$1.04M Buy
+5,720
New +$964K 0.56% 48

Other funds holding GOOGL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Optivise Advisory Services's GOOGL Position: Q3 2026 in Review

Optivise Advisory Services increased its Alphabet (Google) Class A (GOOGL) stake by 4.2% in Q3 2026, buying an estimated $84.3K and bringing the position to 6,026 shares worth $2.07M. The position accounts for 1.02% of the portfolio, ranked #24.

Optivise Advisory Services first reported a position in GOOGL in Q2 2024 and has held it in 10 quarters since. 1,900 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Optivise Advisory Services held 6,026 shares of Alphabet (Google) Class A worth $2.07M as of Q3 2026.
  • Optivise Advisory Services bought 243 Alphabet (Google) Class A shares in Q3 2026, an estimated $84.3K.
  • Alphabet (Google) Class A made up 1.02% of Optivise Advisory Services's portfolio in Q3 2026, its #24 holding.
  • Optivise Advisory Services first reported a position in Alphabet (Google) Class A in Q2 2024 and has held it in 10 quarters since.
  • 1,900 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.