Peak Financial Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Peak Financial Advisors’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
2025 Q2	–	Sell	-18,059	Closed	-$2.79M	–	96
2025 Q1	$2.79M	Sell	18,059 -1,187	-6%	-$215K	1.42%	29
2024 Q4	$3.64M	Sell	19,246 -49	-0.3%	-$8.57K	1.89%	13
2024 Q3	$3.2M	Buy	+19,295	New	+$3.24M	1.65%	17
2024 Q2	–	Sell	-20,462	Closed	-$3.09M	–	77
2024 Q1	$3.09M	Buy	20,462 +2,762	+16%	+$395K	1.88%	16
2023 Q4	$2.47M	Buy	+17,700	New	+$2.38M	1.65%	26
2021 Q1	–	Sell	-13,480	Closed	-$1.18M	–	78
2020 Q4	$1.18M	Buy	+13,480	New	+$1.13M	1.02%	37

Other funds holding GOOGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peak Financial Advisors's GOOGL Position: Q2 2025 in Review

Peak Financial Advisors sold out of Alphabet (Google) Class A (GOOGL) in Q2 2025, closing a stake of 18,059 shares — an estimated $2.79M sold.

Peak Financial Advisors first reported a position in GOOGL in Q4 2020 and held it in 6 quarters. The position peaked at $3.64M in Q4 2024. 4,965 funds tracked by Wall St. Rank hold GOOGL as of Q2 2025.

Peak Financial Advisors reported no remaining Alphabet (Google) Class A position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 18,059 Alphabet (Google) Class A shares in Q2 2025, an estimated $2.79M.
Peak Financial Advisors first reported a position in Alphabet (Google) Class A in Q4 2020 and held it in 6 quarters.
Peak Financial Advisors's Alphabet (Google) Class A position peaked at $3.64M in Q4 2024.
4,965 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.