ROI Financial Advisors’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
$9.83M Sell
34,178
-1,299
-4% -$408K 5.88% 2
2025
Q4
$11.1M Sell
35,477
-1,202
-3% -$343K 6.38% 2
2025
Q3
$8.92M Buy
36,679
+272
+0.7% +$57K 5.32% 4
2025
Q2
$6.42M Sell
36,407
-193
-0.5% -$31.6K 4.08% 8
2025
Q1
$5.66M Sell
36,600
-209
-0.6% -$37.9K 4.11% 10
2024
Q4
$6.97M Buy
36,809
+272
+0.7% +$47.6K 4.75% 7
2024
Q3
$6.06M Buy
36,537
+869
+2% +$146K 4.19% 7
2024
Q2
$6.54M Buy
35,668
+2
+0% +$337 4.75% 7
2024
Q1
$5.38M Sell
35,666
-556
-2% -$79.5K 4.23% 8
2023
Q4
$5.06M Buy
+36,222
New +$4.87M 4.19% 6

Other funds holding GOOGL

ROI Financial Advisors's GOOGL Position: Q1 2026 in Review

ROI Financial Advisors reduced its Alphabet (Google) Class A (GOOGL) stake by 3.7% in Q1 2026, selling an estimated $408K and leaving 34,178 shares worth $9.83M. The position accounts for 5.88% of the portfolio, ranked #2.

ROI Financial Advisors first reported a position in GOOGL in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.1M in Q4 2025. 5,619 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • ROI Financial Advisors held 34,178 shares of Alphabet (Google) Class A worth $9.83M as of Q1 2026.
  • ROI Financial Advisors sold 1,299 Alphabet (Google) Class A shares in Q1 2026, an estimated $408K.
  • Alphabet (Google) Class A made up 5.88% of ROI Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • ROI Financial Advisors first reported a position in Alphabet (Google) Class A in Q4 2023 and has held it in 10 quarters since.
  • ROI Financial Advisors's Alphabet (Google) Class A position peaked at $11.1M in Q4 2025.
  • 5,619 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.