Primoris Wealth Advisors
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Primoris Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

Primoris Wealth Advisors’s Portfolio GOOG Stock Details GOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.33M Hold
15,642
– – 2.48% 10
2026
Q2 		$5.53M Buy
15,642
+475
+3% +$170K 2.52% 11
2026
Q1 		$4.35M Buy
15,167
+125
+0.8% +$39.3K 3.05% 12
2025
Q4 		$4.72M Buy
15,042
+112
+0.8% +$32.1K 2.82% 10
2025
Q3 		$3.64M Buy
14,930
+100
+0.7% +$21K 2.31% 13
2025
Q2 		$2.63M Sell
14,830
-1,970
-12% -$326K 1.8% 21
2025
Q1 		$2.62M Buy
16,800
+75
+0.4% +$13.7K 2.03% 15
2024
Q4 		$3.19M Sell
16,725
-1,150
-6% -$203K 2.42% 13
2024
Q3 		$2.99M Sell
17,875
-250
-1% -$42.3K 2.17% 13
2024
Q2 		$3.32M Buy
18,125
+220
+1% +$37.4K 2.65% 11
2024
Q1 		$2.73M Sell
17,905
-1,525
-8% -$220K 2.18% 15
2023
Q4 		$2.74M Buy
19,430
+10,490
+117% +$1.42M 2.58% 12
2023
Q3 		$1.18M Sell
8,940
-24
-0.3% -$3.12K 1.42% 26
2023
Q2 		$1.08M Hold
8,964
– – 1.19% 26
2023
Q1 		$932K Buy
8,964
+22
+0.2% +$2.12K 1.15% 26
2022
Q4 		$793K Sell
8,942
-800
-8% -$76.3K 1.22% 22
2022
Q3 		$936K Buy
9,742
+802
+9% +$89.6K 1.67% 18
2022
Q2 		$979K Hold
8,940
– – 1.41% 24
2022
Q1 		$1.25M Hold
8,940
– – 1.16% 26
2021
Q4 		$1.29M Buy
+8,940
New +$1.29M 1.04% 32

Other funds holding GOOG

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Primoris Wealth Advisors's GOOG Position: Q3 2026 in Review

Primoris Wealth Advisors held its Alphabet (Google) Class C (GOOG) position steady in Q3 2026 at 15,642 shares worth $5.33M. The position accounts for 2.48% of the portfolio, ranked #10.

Primoris Wealth Advisors first reported a position in GOOG in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.53M in Q2 2026. 3,039 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • Primoris Wealth Advisors held 15,642 shares of Alphabet (Google) Class C worth $5.33M as of Q3 2026.
  • Primoris Wealth Advisors left its Alphabet (Google) Class C share count unchanged in Q3 2026.
  • Alphabet (Google) Class C made up 2.48% of Primoris Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • Primoris Wealth Advisors first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 20 quarters since.
  • Primoris Wealth Advisors's Alphabet (Google) Class C position peaked at $5.53M in Q2 2026.
  • 3,039 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.