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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
Q3 		$1.29M Sell
3,790
-75
-2% -$25.9K 0.09% 67
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Summit Financial Strategies's GOOG Position: Q3 2026 in Review

Summit Financial Strategies reduced its Alphabet (Google) Class C (GOOG) stake by 1.9% in Q3 2026, selling an estimated $25.9K and leaving 3,790 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #67.

Summit Financial Strategies first reported a position in GOOG in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.37M in Q4 2025. 658 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • Summit Financial Strategies held 3,790 shares of Alphabet (Google) Class C worth $1.29M as of Q3 2026.
  • Summit Financial Strategies sold 75 Alphabet (Google) Class C shares in Q3 2026, an estimated $25.9K.
  • Alphabet (Google) Class C made up 0.09% of Summit Financial Strategies's portfolio in Q3 2026, its #67 holding.
  • Summit Financial Strategies first reported a position in Alphabet (Google) Class C in Q2 2021 and has held it in 22 quarters since.
  • Summit Financial Strategies's Alphabet (Google) Class C position peaked at $1.37M in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.