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Summit Wealth Group’s Alphabet (Google) Class C GOOG Stock Holding History

Summit Wealth Group’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
Q1 		$807K Buy
2,814
+39
+1% +$12.3K 0.19% 55
2025
Q4 		$871K Sell
2,775
-107
-4% -$30.7K 0.2% 53
2025
Q3 		$702K Sell
2,882
-162
-5% -$34.1K 0.17% 55
2025
Q2 		$540K Sell
3,044
-136
-4% -$22.5K 0.14% 58
2025
Q1 		$497K Sell
3,180
-667
-17% -$122K 0.15% 60
2024
Q4 		$733K Sell
3,847
-529
-12% -$93.4K 0.21% 47
2024
Q3 		$732K Sell
4,376
-11
-0.3% -$1.86K 0.21% 48
2024
Q2 		$805K Buy
4,387
+73
+2% +$12.4K 0.24% 45
2024
Q1 		$657K Sell
4,314
-876
-17% -$126K 0.45% 23
2023
Q4 		$731K Sell
5,190
-1,614
-24% -$219K 0.57% 22
2023
Q3 		$897K Hold
6,804
– – 0.8% 18
2023
Q2 		$823K Sell
6,804
-698,833
-99% -$80.9M 0.33% 38
2023
Q1 		$7K Buy
705,637
+699,332
+11,092% +$67.5M 0.17% 45
2022
Q4 		$559K Buy
6,305
+740
+13% +$70.6K 0.59% 22
2022
Q3 		$535K Sell
5,565
-115
-2% -$12.8K 0.63% 18
2022
Q2 		$622K Hold
5,680
– – 0.73% 17
2022
Q1 		$794K Sell
5,680
-3,440
-38% -$468K 0.83% 17
2021
Q4 		$1.32M Sell
9,120
-340
-4% -$49.1K 1.5% 13
2021
Q3 		$1.26M Buy
9,460
+480
+5% +$66.2K 1.99% 11
2021
Q2 		$1.13M Buy
8,980
+6,340
+240% +$756K 1.67% 9
2021
Q1 		$273K Sell
2,640
-60
-2% -$5.95K 0.44% 11
2020
Q4 		$237K Buy
+2,700
New +$228K 0.15% 38

Other funds holding GOOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth Group's GOOG Position: Q1 2026 in Review

Summit Wealth Group increased its Alphabet (Google) Class C (GOOG) stake by 1.4% in Q1 2026, buying an estimated $12.3K and bringing the position to 2,814 shares worth $807K. The position accounts for 0.19% of the portfolio, ranked #55.

Summit Wealth Group first reported a position in GOOG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.32M in Q4 2021. 5,122 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Summit Wealth Group held 2,814 shares of Alphabet (Google) Class C worth $807K as of Q1 2026.
  • Summit Wealth Group bought 39 Alphabet (Google) Class C shares in Q1 2026, an estimated $12.3K.
  • Alphabet (Google) Class C made up 0.19% of Summit Wealth Group's portfolio in Q1 2026, its #55 holding.
  • Summit Wealth Group first reported a position in Alphabet (Google) Class C in Q4 2020 and has held it in 22 quarters since.
  • Summit Wealth Group's Alphabet (Google) Class C position peaked at $1.32M in Q4 2021.
  • 5,122 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.