Polen Capital Management
GOOGL icon

Polen Capital Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Polen Capital Management’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 		$9.94M Sell
27,810
-385
-1% -$139K 0.09% 43
2026
Q1 		$8.11M Sell
28,195
-2,669
-9% -$839K 0.06% 42
2025
Q4 		$9.66M Sell
30,864
-442,567
-93% -$126M 0.04% 41
2025
Q3 		$115M Sell
473,431
-146,588
-24% -$30.7M 0.37% 30
2025
Q2 		$109M Buy
620,019
+9,109
+1% +$1.49M 0.34% 27
2025
Q1 		$94.5M Sell
610,910
-619,287
-50% -$112M 0.3% 31
2024
Q4 		$233M Sell
1,230,197
-44,129
-3% -$7.72M 0.63% 27
2024
Q3 		$211M Sell
1,274,326
-820,048
-39% -$138M 0.55% 27
2024
Q2 		$381M Sell
2,094,374
-40,989
-2% -$6.91M 0.96% 23
2024
Q1 		$322M Sell
2,135,363
-3,552
-0.2% -$508K 0.74% 24
2023
Q4 		$299M Sell
2,138,915
-32,351
-1% -$4.35M 0.72% 23
2023
Q3 		$284M Sell
2,171,266
-85,461
-4% -$11.1M 0.75% 26
2023
Q2 		$270M Sell
2,256,727
-25,409
-1% -$2.92M 0.67% 26
2023
Q1 		$237M Sell
2,282,136
-1,246,315
-35% -$120M 0.62% 25
2022
Q4 		$311M Sell
3,528,451
-61,712
-2% -$5.86M 0.91% 24
2022
Q3 		$343M Buy
3,590,163
+25,063
+0.7% +$2.78M 0.96% 23
2022
Q2 		$388M Sell
3,565,100
-3,920
-0.1% -$462K 1.02% 24
2022
Q1 		$496M Sell
3,569,020
-8,287,660
-70% -$1.13B 0.97% 24
2021
Q4 		$1.72B Buy
11,856,680
+351,380
+3% +$50.6M 2.88% 15
2021
Q3 		$1.54B Buy
11,505,300
+194,360
+2% +$26.4M 2.82% 17
2021
Q2 		$1.38B Buy
11,310,940
+1,762,760
+18% +$206M 2.64% 17
2021
Q1 		$985M Buy
9,548,180
+308,140
+3% +$30.4M 2.21% 20
2020
Q4 		$810M Buy
9,240,040
+191,620
+2% +$16.1M 1.88% 24
2020
Q3 		$663M Buy
9,048,420
+191,180
+2% +$14.6M 1.77% 22
2020
Q2 		$628M Buy
8,857,240
+625,460
+8% +$42.2M 1.9% 22
2020
Q1 		$478M Buy
8,231,780
+149,120
+2% +$10.1M 2.07% 22
2019
Q4 		$541M Buy
8,082,660
+114,800
+1% +$7.4M 2.13% 22
2019
Q3 		$486M Buy
7,967,860
+249,220
+3% +$14.8M 2.24% 19
2019
Q2 		$418M Buy
7,718,640
+129,600
+2% +$7.5M 2.03% 20
2019
Q1 		$447M Buy
7,589,040
+397,660
+6% +$22.5M 2.33% 19
2018
Q4 		$376M Buy
7,191,380
+277,980
+4% +$15M 2.45% 18
2018
Q3 		$417M Buy
6,913,400
+80
+0% +$4.84K 2.38% 19
2018
Q2 		$390M Buy
6,913,320
+62,220
+0.9% +$3.38M 2.51% 19
2018
Q1 		$355M Buy
6,851,100
+30,820
+0.5% +$1.71M 2.52% 19
2017
Q4 		$359M Sell
6,820,280
-72,000
-1% -$3.72M 2.67% 18
2017
Q3 		$336M Sell
6,892,280
-1,959,620
-22% -$92.9M 2.7% 18
2017
Q2 		$411M Sell
8,851,900
-1,683,220
-16% -$78.7M 3.6% 16
2017
Q1 		$447M Buy
10,535,120
+775,920
+8% +$32.6M 4.16% 14
2016
Q4 		$387M Buy
9,759,200
+601,500
+7% +$24.1M 4.25% 15
2016
Q3 		$368M Sell
9,157,700
-576,760
-6% -$22.6M 4.39% 13
2016
Q2 		$342M Buy
9,734,460
+1,759,060
+22% +$64.6M 4.34% 13
2016
Q1 		$304M Buy
7,975,400
+219,240
+3% +$8.07M 4.18% 14
2015
Q4 		$302M Buy
+7,756,160
New +$287M 4.67% 10

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

Polen Capital Management's GOOGL Position: Q2 2026 in Review

Polen Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 1.4% in Q2 2026, selling an estimated $139K and leaving 27,810 shares worth $9.94M. The position accounts for 0.09% of the portfolio, ranked #43.

Polen Capital Management first reported a position in GOOGL in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.72B in Q4 2021. 5,775 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Polen Capital Management held 27,810 shares of Alphabet (Google) Class A worth $9.94M as of Q2 2026.
  • Polen Capital Management sold 385 Alphabet (Google) Class A shares in Q2 2026, an estimated $139K.
  • Alphabet (Google) Class A made up 0.09% of Polen Capital Management's portfolio in Q2 2026, its #43 holding.
  • Polen Capital Management first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 43 quarters since.
  • Polen Capital Management's Alphabet (Google) Class A position peaked at $1.72B in Q4 2021.
  • 5,775 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.