Rooted Wealth Advisors
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Rooted Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Rooted Wealth Advisors’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
Q3 		$2.84M Hold
7,936
– – 0.69% 34
2026
Q2 		$2.84M Buy
7,936
+394
+5% +$142K 0.69% 34
2026
Q1 		$2.54M Buy
7,542
+1,893
+34% +$595K 0.67% 36
2025
Q4 		$1.88M Buy
5,649
+230
+4% +$65.7K 0.53% 41
2025
Q3 		$1.33M Sell
5,419
-551
-9% -$115K 0.41% 42
2025
Q2 		$1.08M Buy
5,970
+77
+1% +$12.6K 0.37% 40
2025
Q1 		$858K Sell
5,893
-53
-0.9% -$9.6K 0.37% 42
2024
Q4 		$1.16M Sell
5,946
-531
-8% -$92.9K 0.45% 36
2024
Q3 		$1.06M Sell
6,477
-119
-2% -$20K 0.47% 38
2024
Q2 		$1.17M Buy
6,596
+115
+2% +$19.4K 0.52% 37
2024
Q1 		$1M Sell
6,481
-354
-5% -$50.6K 0.49% 40
2023
Q4 		$985K Buy
6,835
+641
+10% +$86.1K 0.52% 39
2023
Q3 		$838K Buy
6,194
+1,159
+23% +$150K 0.52% 39
2023
Q2 		$613K Sell
5,035
-24
-0.5% -$2.76K 0.41% 40
2023
Q1 		$551K Sell
5,059
-437
-8% -$41.9K 0.41% 43
2022
Q4 		$485K Buy
+5,496
New +$522K 0.41% 43

Other funds holding GOOGL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rooted Wealth Advisors's GOOGL Position: Q3 2026 in Review

Rooted Wealth Advisors held its Alphabet (Google) Class A (GOOGL) position steady in Q3 2026 at 7,936 shares worth $2.84M. The position accounts for 0.69% of the portfolio, ranked #34.

Rooted Wealth Advisors first reported a position in GOOGL in Q4 2022 and has held it in 16 quarters since. 3,755 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Rooted Wealth Advisors held 7,936 shares of Alphabet (Google) Class A worth $2.84M as of Q3 2026.
  • Rooted Wealth Advisors left its Alphabet (Google) Class A share count unchanged in Q3 2026.
  • Alphabet (Google) Class A made up 0.69% of Rooted Wealth Advisors's portfolio in Q3 2026, its #34 holding.
  • Rooted Wealth Advisors first reported a position in Alphabet (Google) Class A in Q4 2022 and has held it in 16 quarters since.
  • 3,755 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

Based on Rooted Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.