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PYA Waltman Capital’s Alphabet (Google) Class A GOOGL Stock Holding History

PYA Waltman Capital’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 		$25.5M Sell
71,337
-3,333
-4% -$1.2M 6.06% 5
2026
Q1 		$21.5M Sell
74,670
-401
-0.5% -$126K 5.95% 5
2025
Q4 		$23.5M Sell
75,071
-3,727
-5% -$1.06M 6.31% 5
2025
Q3 		$19.2M Buy
78,798
+3,237
+4% +$678K 5.13% 5
2025
Q2 		$13.3M Buy
75,561
+6,413
+9% +$1.05M 3.83% 10
2025
Q1 		$10.7M Sell
69,148
-283
-0.4% -$51.3K 3.36% 11
2024
Q4 		$13.1M Buy
69,431
+325
+0.5% +$56.9K 4.23% 8
2024
Q3 		$11.5M Buy
69,106
+1,298
+2% +$218K 3.75% 11
2024
Q2 		$12.4M Sell
67,808
-2,033
-3% -$343K 4.54% 8
2024
Q1 		$10.5M Buy
69,841
+400
+0.6% +$57.2K 3.91% 8
2023
Q4 		$9.7M Sell
69,441
-619
-0.9% -$83.2K 4.04% 9
2023
Q3 		$9.17M Buy
70,060
+891
+1% +$115K 3.88% 9
2023
Q2 		$9.08M Buy
69,169
+5,375
+8% +$619K 3.91% 8
2023
Q1 		$6.62M Buy
63,794
+2,211
+4% +$212K 3.29% 10
2022
Q4 		$5.43M Buy
61,583
+13,006
+27% +$1.24M 2.85% 11
2022
Q3 		$4.65M Buy
48,577
+39,177
+417% +$4.34M 2.73% 12
2022
Q2 		$1.02M Buy
9,400
+8,400
+840% +$989K 0.57% 24
2022
Q1 		$139K Hold
1,000
– – 0.07% 57
2021
Q4 		$145K Buy
+1,000
New +$144K 0.07% 55

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

PYA Waltman Capital's GOOGL Position: Q2 2026 in Review

PYA Waltman Capital reduced its Alphabet (Google) Class A (GOOGL) stake by 4.5% in Q2 2026, selling an estimated $1.2M and leaving 71,337 shares worth $25.5M. The position accounts for 6.06% of the portfolio, ranked #5.

PYA Waltman Capital first reported a position in GOOGL in Q4 2021 and has held it in 19 quarters since. 5,787 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • PYA Waltman Capital held 71,337 shares of Alphabet (Google) Class A worth $25.5M as of Q2 2026.
  • PYA Waltman Capital sold 3,333 Alphabet (Google) Class A shares in Q2 2026, an estimated $1.2M.
  • Alphabet (Google) Class A made up 6.06% of PYA Waltman Capital's portfolio in Q2 2026, its #5 holding.
  • PYA Waltman Capital first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 19 quarters since.
  • 5,787 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.