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Orbis Allan Gray’s Alphabet (Google) Class A GOOGL Stock Holding History

Orbis Allan Gray’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
Q2 		$836M Sell
2,340,624
-172,659
-7% -$62.2M 2.87% 8
2026
Q1 		$723M Sell
2,513,283
-150,506
-6% -$47.3M 3.05% 7
2025
Q4 		$834M Buy
+2,663,789
New +$761M 3.49% 4
2025
Q2 		– Sell
-1,301,632
Closed -$201M – 84
2025
Q1 		$201M Sell
1,301,632
-2,252,525
-63% -$409M 1.15% 32
2024
Q4 		$673M Buy
3,554,157
+1,400,352
+65% +$245M 3.62% 8
2024
Q3 		$357M Sell
2,153,805
-162,333
-7% -$27.2M 1.89% 18
2024
Q2 		$422M Sell
2,316,138
-157,903
-6% -$26.6M 2.63% 13
2024
Q1 		$373M Buy
2,474,041
+2,275,856
+1,148% +$326M 2.24% 18
2023
Q4 		$27.7M Hold
198,185
– – 0.17% 58
2023
Q3 		$25.9M Hold
198,185
– – 0.19% 57
2023
Q2 		$23.7M Buy
198,185
+3,486
+2% +$401K 0.17% 59
2023
Q1 		$20.2M Sell
194,699
-39,001
-17% -$3.74M 0.16% 58
2022
Q4 		$20.6M Sell
233,700
-21,651
-8% -$2.06M 0.16% 58
2022
Q3 		$24.4M Buy
255,351
+1,891
+0.7% +$210K 0.2% 52
2022
Q2 		$27.6M Buy
253,460
+81,500
+47% +$9.6M 0.22% 50
2022
Q1 		$23.9M Buy
171,960
+96,560
+128% +$13.1M 0.17% 53
2021
Q4 		$10.9M Buy
+75,400
New +$10.9M 0.08% 51
2016
Q2 		– Sell
-1,361,940
Closed -$52M – 83
2016
Q1 		$52M Buy
+1,361,940
New +$50.1M 0.42% 40

Other funds holding GOOGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Orbis Allan Gray's GOOGL Position: Q2 2026 in Review

Orbis Allan Gray reduced its Alphabet (Google) Class A (GOOGL) stake by 6.9% in Q2 2026, selling an estimated $62.2M and leaving 2,340,624 shares worth $836M. The position accounts for 2.87% of the portfolio, ranked #8.

Orbis Allan Gray first reported a position in GOOGL in Q1 2016 and has held it in 18 quarters since. 5,779 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Orbis Allan Gray held 2,340,624 shares of Alphabet (Google) Class A worth $836M as of Q2 2026.
  • Orbis Allan Gray sold 172,659 Alphabet (Google) Class A shares in Q2 2026, an estimated $62.2M.
  • Alphabet (Google) Class A made up 2.87% of Orbis Allan Gray's portfolio in Q2 2026, its #8 holding.
  • Orbis Allan Gray first reported a position in Alphabet (Google) Class A in Q1 2016 and has held it in 18 quarters since.
  • 5,779 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.