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Summit Financial Strategies’s Alphabet (Google) Class C GOOG Stock Holding History

Summit Financial Strategies’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
Q2 		$1.37M Sell
3,865
-225
-6% -$80.4K 0.1% 64
2026
Q1 		$1.17M Sell
4,090
-279
-6% -$87.7K 0.09% 64
2025
Q4 		$1.37M Buy
4,369
+326
+8% +$93.4K 0.11% 59
2025
Q3 		$985K Buy
4,043
+729
+22% +$153K 0.08% 64
2025
Q2 		$588K Buy
3,314
+291
+10% +$48.1K 0.05% 78
2025
Q1 		$472K Hold
3,023
– – 0.05% 88
2024
Q4 		$576K Sell
3,023
-29
-1% -$5.12K 0.06% 75
2024
Q3 		$510K Sell
3,052
-108
-3% -$18.3K 0.06% 81
2024
Q2 		$580K Buy
3,160
+349
+12% +$59.4K 0.07% 71
2024
Q1 		$428K Buy
2,811
+61
+2% +$8.8K 0.06% 89
2023
Q4 		$388K Hold
2,750
– – 0.06% 91
2023
Q3 		$363K Buy
2,750
+300
+12% +$39K 0.07% 87
2023
Q2 		$296K Hold
2,450
– – 0.06% 101
2023
Q1 		$255K Sell
2,450
-10
-0.4% -$966 0.05% 103
2022
Q4 		$218K Sell
2,460
-400
-14% -$38.2K 0.05% 104
2022
Q3 		$275K Buy
2,860
+100
+4% +$11.2K 0.07% 97
2022
Q2 		$302K Hold
2,760
– – 0.07% 85
2022
Q1 		$385K Sell
2,760
-180
-6% -$24.5K 0.08% 75
2021
Q4 		$425K Buy
2,940
+40
+1% +$5.78K 0.08% 72
2021
Q3 		$386K Hold
2,900
– – 0.07% 76
2021
Q2 		$363K Buy
+2,900
New +$346K 0.07% 79

Other funds holding GOOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Financial Strategies's GOOG Position: Q2 2026 in Review

Summit Financial Strategies reduced its Alphabet (Google) Class C (GOOG) stake by 5.5% in Q2 2026, selling an estimated $80.4K and leaving 3,865 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #64.

Summit Financial Strategies first reported a position in GOOG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.37M in Q4 2025. 5,238 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Summit Financial Strategies held 3,865 shares of Alphabet (Google) Class C worth $1.37M as of Q2 2026.
  • Summit Financial Strategies sold 225 Alphabet (Google) Class C shares in Q2 2026, an estimated $80.4K.
  • Alphabet (Google) Class C made up 0.1% of Summit Financial Strategies's portfolio in Q2 2026, its #64 holding.
  • Summit Financial Strategies first reported a position in Alphabet (Google) Class C in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial Strategies's Alphabet (Google) Class C position peaked at $1.37M in Q4 2025.
  • 5,238 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.