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

Summit Financial 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
Q2 		$1.68M Buy
4,687
+817
+21% +$294K 0.21% 62
2026
Q1 		$1.11M Buy
3,870
+294
+8% +$92.4K 0.16% 71
2025
Q4 		$1.12M Sell
3,576
-57
-2% -$16.3K 0.16% 72
2025
Q3 		$890K Buy
3,633
+1,205
+50% +$252K 0.14% 71
2025
Q2 		$428K Buy
2,428
+588
+32% +$96.3K 0.08% 106
2025
Q1 		$285K Buy
1,840
+543
+42% +$98.5K 0.06% 119
2024
Q4 		$261K Sell
1,297
-6
-0.5% -$1.05K 0.05% 128
2024
Q3 		$216K Hold
1,303
– – 0.04% 143
2024
Q2 		$237K Buy
+1,303
New +$220K 0.05% 124
2024
Q1 		– Sell
-1,680
Closed -$235K – 136
2023
Q4 		$235K Buy
+1,680
New +$226K 0.05% 111
2018
Q3 		– Sell
-5,120
Closed -$266K – 149
2018
Q2 		$266K Hold
5,120
– – 0.09% 112
2018
Q1 		$266K Buy
5,120
+1,000
+24% +$55.4K 0.09% 116
2017
Q4 		$217K Hold
4,120
– – 0.07% 133
2017
Q3 		$201K Buy
+4,120
New +$195K 0.07% 132

Other funds holding GOOGL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Summit Financial Wealth Advisors's GOOGL Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Alphabet (Google) Class A (GOOGL) stake by 21% in Q2 2026, buying an estimated $294K and bringing the position to 4,687 shares worth $1.68M. The position accounts for 0.21% of the portfolio, ranked #62.

Summit Financial Wealth Advisors first reported a position in GOOGL in Q3 2017 and has held it in 14 quarters since. 1,045 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Summit Financial Wealth Advisors held 4,687 shares of Alphabet (Google) Class A worth $1.68M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 817 Alphabet (Google) Class A shares in Q2 2026, an estimated $294K.
  • Alphabet (Google) Class A made up 0.21% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Summit Financial Wealth Advisors first reported a position in Alphabet (Google) Class A in Q3 2017 and has held it in 14 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.