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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.21M Sell
3,396
-78
-2% -$28.1K 0.25% 50
2026
Q1
$999K Buy
3,474
+335
+11% +$105K 0.23% 51
2025
Q4
$983K Buy
3,139
+381
+14% +$109K 0.23% 49
2025
Q3
$670K Buy
2,758
+5
+0.2% +$1.05K 0.16% 57
2025
Q2
$485K Sell
2,753
-82
-3% -$13.4K 0.12% 61
2025
Q1
$438K Sell
2,835
-187
-6% -$33.9K 0.13% 61
2024
Q4
$572K Hold
3,022
0.17% 53
2024
Q3
$501K Hold
3,022
0.14% 55
2024
Q2
$550K Buy
3,022
+58
+2% +$9.78K 0.17% 52
2024
Q1
$447K Hold
2,964
0.3% 28
2023
Q4
$414K Hold
2,964
0.32% 25
2023
Q3
$388K Hold
2,964
0.35% 25
2023
Q2
$355K Buy
2,964
+2,935
+10,121% +$338K 0.14% 52
2023
Q1
$3K Sell
29
-2,455
-99% -$236K 0.07% 69
2022
Q4
$219K Buy
+2,484
New +$236K 0.23% 29
2022
Q2
Sell
-1,840
Closed -$256K 25
2022
Q1
$256K Buy
1,840
+40
+2% +$5.43K 0.27% 24
2021
Q4
$261K Sell
1,800
-340
-16% -$49K 0.3% 23
2021
Q3
$286K Sell
2,140
-140
-6% -$19.1K 0.45% 34
2021
Q2
$278K Sell
2,280
-40
-2% -$4.67K 0.41% 19
2021
Q1
$239K Buy
+2,320
New +$229K 0.39% 13

Other funds holding GOOGL

Summit Wealth Group's GOOGL Position: Q2 2026 in Review

Summit Wealth Group reduced its Alphabet (Google) Class A (GOOGL) stake by 2.2% in Q2 2026, selling an estimated $28.1K and leaving 3,396 shares worth $1.21M. The position accounts for 0.25% of the portfolio, ranked #50.

Summit Wealth Group first reported a position in GOOGL in Q1 2021 and has held it in 20 quarters since. 5,799 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Summit Wealth Group held 3,396 shares of Alphabet (Google) Class A worth $1.21M as of Q2 2026.
  • Summit Wealth Group sold 78 Alphabet (Google) Class A shares in Q2 2026, an estimated $28.1K.
  • Alphabet (Google) Class A made up 0.25% of Summit Wealth Group's portfolio in Q2 2026, its #50 holding.
  • Summit Wealth Group first reported a position in Alphabet (Google) Class A in Q1 2021 and has held it in 20 quarters since.
  • 5,799 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.