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

Roberts 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 		$22.8M Buy
66,807
+511
+0.8% +$176K 5.11% 4
2026
Q2 		$23.4M Sell
66,296
-1,043
-2% -$373K 5.32% 4
2026
Q1 		$19.3M Buy
67,339
+939
+1% +$295K 4.9% 4
2025
Q4 		$20.8M Sell
66,400
-15,113
-19% -$4.33M 5.44% 4
2025
Q3 		$19.9M Sell
81,513
-1,403
-2% -$295K 5.28% 3
2025
Q2 		$14.7M Buy
82,916
+760
+0.9% +$126K 4.23% 4
2025
Q1 		$12.8M Sell
82,156
-441
-0.5% -$80.8K 3.96% 5
2024
Q4 		$16.3M Sell
82,597
-647
-0.8% -$114K 4.94% 4
2024
Q3 		$13.8M Buy
83,244
+1,069
+1% +$181K 4.46% 4
2024
Q2 		$15.6M Buy
82,175
+40
+0% +$6.8K 5.34% 4
2024
Q1 		$12.8M Buy
82,135
+641
+0.8% +$92.5K 4.8% 3
2023
Q4 		$35.1M Sell
81,494
-1,044
-1% -$142K 5.46% 4
2023
Q3 		$11.6M Buy
82,538
+174
+0.2% +$22.6K 5.1% 4
2023
Q2 		$10M Sell
82,364
-1,692
-2% -$196K 4.38% 4
2023
Q1 		$8.84M Buy
84,056
+1,240
+1% +$120K 4.05% 4
2022
Q4 		$7.43M Buy
82,816
+1,098
+1% +$105K 3.59% 5
2022
Q3 		$8.36M Buy
81,718
+1,278
+2% +$143K 4.11% 5
2022
Q2 		$9.7M Buy
80,440
+860
+1% +$102K 4.21% 5
2022
Q1 		$11.2M Sell
79,580
-220
-0.3% -$29.9K 4.39% 4
2021
Q4 		$11.6M Buy
79,800
+700
+0.9% +$101K 4.17% 4
2021
Q3 		$10.5M Buy
+79,100
New +$10.9M 4.17% 3

Other funds holding GOOG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Roberts Wealth Advisors increased its Alphabet (Google) Class C (GOOG) stake by 0.77% in Q3 2026, buying an estimated $176K and bringing the position to 66,807 shares worth $22.8M. The position accounts for 5.11% of the portfolio, ranked #4.

Roberts Wealth Advisors first reported a position in GOOG in Q3 2021 and has held it in 21 quarters since. The position peaked at $35.1M in Q4 2023. 4,556 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • Roberts Wealth Advisors held 66,807 shares of Alphabet (Google) Class C worth $22.8M as of Q3 2026.
  • Roberts Wealth Advisors bought 511 Alphabet (Google) Class C shares in Q3 2026, an estimated $176K.
  • Alphabet (Google) Class C made up 5.11% of Roberts Wealth Advisors's portfolio in Q3 2026, its #4 holding.
  • Roberts Wealth Advisors first reported a position in Alphabet (Google) Class C in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's Alphabet (Google) Class C position peaked at $35.1M in Q4 2023.
  • 4,556 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.