Phillips Financial Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.19M Sell
7,626
-705
-8% -$222K 0.16% 74
2025
Q4
$2.61M Sell
8,331
-191
-2% -$54.6K 0.17% 72
2025
Q3
$2.07M Buy
8,522
+658
+8% +$138K 0.14% 82
2025
Q2
$1.39M Buy
7,864
+728
+10% +$119K 0.1% 92
2025
Q1
$1.1M Buy
7,136
+267
+4% +$48.4K 0.09% 101
2024
Q4
$1.3M Buy
6,869
+356
+5% +$62.3K 0.1% 94
2024
Q3
$1.08M Buy
6,513
+64
+1% +$10.7K 0.08% 106
2024
Q2
$1.17M Buy
6,449
+542
+9% +$91.4K 0.1% 102
2024
Q1
$892K Buy
5,907
+30
+0.5% +$4.29K 0.07% 109
2023
Q4
$821K Buy
5,877
+154
+3% +$20.7K 0.07% 108
2023
Q3
$749K Buy
5,723
+1,607
+39% +$208K 0.07% 109
2023
Q2
$493K Buy
4,116
+150
+4% +$17.3K 0.05% 129
2023
Q1
$411K Buy
3,966
+290
+8% +$27.8K 0.04% 127
2022
Q4
$324K Buy
3,676
+979
+36% +$93K 0.03% 125
2022
Q3
$258K Buy
+2,697
New +$299K 0.03% 132
2022
Q2
Sell
-1,760
Closed -$245K 119
2022
Q1
$245K Buy
+1,760
New +$239K 0.02% 132

Other funds holding GOOGL

Phillips Financial Management's GOOGL Position: Q1 2026 in Review

Phillips Financial Management reduced its Alphabet (Google) Class A (GOOGL) stake by 8.5% in Q1 2026, selling an estimated $222K and leaving 7,626 shares worth $2.19M. The position accounts for 0.16% of the portfolio, ranked #74.

Phillips Financial Management first reported a position in GOOGL in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.61M in Q4 2025. 5,615 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Phillips Financial Management held 7,626 shares of Alphabet (Google) Class A worth $2.19M as of Q1 2026.
  • Phillips Financial Management sold 705 Alphabet (Google) Class A shares in Q1 2026, an estimated $222K.
  • Alphabet (Google) Class A made up 0.16% of Phillips Financial Management's portfolio in Q1 2026, its #74 holding.
  • Phillips Financial Management first reported a position in Alphabet (Google) Class A in Q1 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's Alphabet (Google) Class A position peaked at $2.61M in Q4 2025.
  • 5,615 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.