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
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 Sell
2,964
-304,492
-99% -$35M 0.14% 52
2023
Q1
$3K Buy
307,456
+304,972
+12,277% +$29.3M 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: Q1 2026 in Review

Summit Wealth Group increased its Alphabet (Google) Class A (GOOGL) stake by 11% in Q1 2026, buying an estimated $105K and bringing the position to 3,474 shares worth $999K. The position accounts for 0.23% of the portfolio, ranked #51.

Summit Wealth Group first reported a position in GOOGL in Q1 2021 and has held it in 19 quarters since. 5,619 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Summit Wealth Group held 3,474 shares of Alphabet (Google) Class A worth $999K as of Q1 2026.
  • Summit Wealth Group bought 335 Alphabet (Google) Class A shares in Q1 2026, an estimated $105K.
  • Alphabet (Google) Class A made up 0.23% of Summit Wealth Group's portfolio in Q1 2026, its #51 holding.
  • Summit Wealth Group first reported a position in Alphabet (Google) Class A in Q1 2021 and has held it in 19 quarters since.
  • 5,619 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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