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Summit Financial Strategies’s Alphabet (Google) Class A GOOGL Stock Holding History

Summit Financial Strategies’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 		$2.75M Buy
7,978
+222
+3% +$77K 0.19% 44
2026
Q2 		$2.77M Buy
7,756
+8
+0.1% +$2.88K 0.19% 44
2026
Q1 		$2.23M Buy
7,748
+500
+7% +$157K 0.18% 46
2025
Q4 		$2.27M Buy
7,248
+270
+4% +$77.1K 0.19% 46
2025
Q3 		$1.7M Buy
6,978
+54
+0.8% +$11.3K 0.15% 47
2025
Q2 		$1.22M Sell
6,924
-22
-0.3% -$3.6K 0.11% 57
2025
Q1 		$1.07M Sell
6,946
-1,302
-16% -$236K 0.11% 58
2024
Q4 		$1.56M Sell
8,248
-87
-1% -$15.2K 0.17% 49
2024
Q3 		$1.38M Buy
8,335
+1,282
+18% +$215K 0.16% 47
2024
Q2 		$1.28M Sell
7,053
-196
-3% -$33K 0.16% 50
2024
Q1 		$1.09M Buy
7,249
+132
+2% +$18.9K 0.15% 51
2023
Q4 		$994K Sell
7,117
-149
-2% -$20K 0.15% 50
2023
Q3 		$951K Buy
7,266
+500
+7% +$64.7K 0.18% 43
2023
Q2 		$810K Sell
6,766
-180
-3% -$20.7K 0.15% 50
2023
Q1 		$721K Buy
6,946
+79
+1% +$7.58K 0.14% 54
2022
Q4 		$606K Sell
6,867
-55
-0.8% -$5.23K 0.13% 54
2022
Q3 		$662K Buy
6,922
+162
+2% +$18K 0.16% 48
2022
Q2 		$737K Buy
6,760
+460
+7% +$54.2K 0.17% 43
2022
Q1 		$876K Sell
6,300
-140
-2% -$19K 0.18% 41
2021
Q4 		$933K Buy
6,440
+80
+1% +$11.5K 0.18% 40
2021
Q3 		$850K Hold
6,360
– – 0.16% 43
2021
Q2 		$776K Buy
+6,360
New +$743K 0.15% 43
2021
Q1 		– Sell
-3,840
Closed -$337K – 66
2020
Q4 		$337K Buy
+3,840
New +$323K 0.12% 58

Other funds holding GOOGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

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

Summit Financial Strategies increased its Alphabet (Google) Class A (GOOGL) stake by 2.9% in Q3 2026, buying an estimated $77K and bringing the position to 7,978 shares worth $2.75M. The position accounts for 0.19% of the portfolio, ranked #44.

Summit Financial Strategies first reported a position in GOOGL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.77M in Q2 2026. 716 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Summit Financial Strategies held 7,978 shares of Alphabet (Google) Class A worth $2.75M as of Q3 2026.
  • Summit Financial Strategies bought 222 Alphabet (Google) Class A shares in Q3 2026, an estimated $77K.
  • Alphabet (Google) Class A made up 0.19% of Summit Financial Strategies's portfolio in Q3 2026, its #44 holding.
  • Summit Financial Strategies first reported a position in Alphabet (Google) Class A in Q4 2020 and has held it in 23 quarters since.
  • Summit Financial Strategies's Alphabet (Google) Class A position peaked at $2.77M in Q2 2026.
  • 716 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

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