Root Financial Partners’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
$8.4M Sell
29,227
-1,171
-4% -$368K 0.39% 28
2025
Q4
$9.51M Buy
30,398
+2,302
+8% +$658K 0.49% 27
2025
Q3
$6.83M Buy
28,096
+461
+2% +$96.6K 0.42% 28
2025
Q2
$4.87M Buy
27,635
+2,983
+12% +$488K 0.47% 30
2025
Q1
$3.82M Buy
24,652
+8,246
+50% +$1.5M 0.41% 29
2024
Q4
$3.11M Buy
16,406
+8,972
+121% +$1.57M 0.39% 26
2024
Q3
$1.23M Buy
7,434
+1,959
+36% +$329K 0.2% 44
2024
Q2
$997K Buy
5,475
+433
+9% +$73K 0.23% 36
2024
Q1
$761K Buy
5,042
+3,536
+235% +$506K 0.23% 42
2023
Q4
$210K Buy
+1,506
New +$202K 0.08% 74

Other funds holding GOOGL

Root Financial Partners's GOOGL Position: Q1 2026 in Review

Root Financial Partners reduced its Alphabet (Google) Class A (GOOGL) stake by 3.9% in Q1 2026, selling an estimated $368K and leaving 29,227 shares worth $8.4M. The position accounts for 0.39% of the portfolio, ranked #28.

Root Financial Partners first reported a position in GOOGL in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.51M in Q4 2025. 5,617 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Root Financial Partners held 29,227 shares of Alphabet (Google) Class A worth $8.4M as of Q1 2026.
  • Root Financial Partners sold 1,171 Alphabet (Google) Class A shares in Q1 2026, an estimated $368K.
  • Alphabet (Google) Class A made up 0.39% of Root Financial Partners's portfolio in Q1 2026, its #28 holding.
  • Root Financial Partners first reported a position in Alphabet (Google) Class A in Q4 2023 and has held it in 10 quarters since.
  • Root Financial Partners's Alphabet (Google) Class A position peaked at $9.51M in Q4 2025.
  • 5,617 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.