Summit Wealth & Retirement Planning’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.52M | Sell |
7,123
-161
| -2% | -$57.5K | 0.53% | 28 |
|
|
2026
Q1 | $2.09M | Buy |
7,284
+65
| +0.9% | +$20.4K | 0.5% | 27 |
|
|
2025
Q4 | $2.27M | Buy |
7,219
+103
| +1% | +$29.5K | 0.53% | 26 |
|
|
2025
Q3 | $1.73M | Hold |
7,116
| – | – | 0.43% | 30 |
|
|
2025
Q2 | $1.26M | Buy |
7,116
+951
| +15% | +$157K | 0.34% | 32 |
|
|
2025
Q1 | $963K | Buy |
6,165
+721
| +13% | +$132K | 0.3% | 31 |
|
|
2024
Q4 | $1.04M | Buy |
5,444
+280
| +5% | +$49.4K | 0.32% | 26 |
|
|
2024
Q3 | $863K | Buy |
5,164
+160
| +3% | +$27.1K | 0.28% | 25 |
|
|
2024
Q2 | $918K | Sell |
5,004
-1,665
| -25% | -$283K | 0.31% | 26 |
|
|
2024
Q1 | $1.02M | Buy |
6,669
+60
| +0.9% | +$8.66K | 0.36% | 25 |
|
|
2023
Q4 | $931K | Sell |
6,609
-1
| -0% | -$136 | 0.39% | 24 |
|
|
2023
Q3 | $872K | Sell |
6,610
-690
| -9% | -$89.7K | 0.35% | 26 |
|
|
2023
Q2 | $883K | Buy |
7,300
+4,020
| +123% | +$465K | 0.35% | 27 |
|
|
2023
Q1 | $341K | Sell |
3,280
-200
| -6% | -$19.3K | 0.13% | 75 |
|
|
2022
Q4 | $309K | Hold |
3,480
| – | – | 0.13% | 80 |
|
|
2022
Q3 | $335K | Hold |
3,480
| – | – | 0.13% | 83 |
|
|
2022
Q2 | $381K | Buy |
3,480
+1,700
| +96% | +$201K | 0.15% | 81 |
|
|
2022
Q1 | $249K | Sell |
1,780
-860
| -33% | -$117K | 0.09% | 94 |
|
|
2021
Q4 | $382K | Sell |
2,640
-520
| -16% | -$75.2K | 0.13% | 73 |
|
|
2021
Q3 | $421K | Sell |
3,160
-620
| -16% | -$85.5K | 0.15% | 66 |
|
|
2021
Q2 | $474K | Sell |
3,780
-2,520
| -40% | -$300K | 0.18% | 60 |
|
|
2021
Q1 | $652K | Sell |
6,300
-1,000
| -14% | -$99.2K | 0.24% | 63 |
|
|
2020
Q4 | $639K | Sell |
7,300
-420
| -5% | -$35.4K | 0.24% | 71 |
|
|
2020
Q3 | $567K | Sell |
7,720
-100
| -1% | -$7.63K | 0.24% | 69 |
|
|
2020
Q2 | $553K | Buy |
7,820
+80
| +1% | +$5.4K | 0.26% | 70 |
|
|
2020
Q1 | $450K | Buy |
7,740
+2,620
| +51% | +$178K | 0.24% | 73 |
|
|
2019
Q4 | $342K | Sell |
5,120
-60
| -1% | -$3.87K | 0.15% | 102 |
|
|
2019
Q3 | $316K | Hold |
5,180
| – | – | 0.19% | 96 |
|
|
2019
Q2 | $280K | Hold |
5,180
| – | – | 0.16% | 110 |
|
|
2019
Q1 | $304K | Buy |
5,180
+980
| +23% | +$55K | 0.18% | 109 |
|
|
2018
Q4 | $217K | Buy |
+4,200
| New | +$225K | 0.16% | 105 |
|
Other funds holding GOOG
Summit Wealth & Retirement Planning's GOOG Position: Q2 2026 in Review
Summit Wealth & Retirement Planning reduced its Alphabet (Google) Class C (GOOG) stake by 2.2% in Q2 2026, selling an estimated $57.5K and leaving 7,123 shares worth $2.52M. The position accounts for 0.53% of the portfolio, ranked #28.
Summit Wealth & Retirement Planning first reported a position in GOOG in Q4 2018 and has held it in 31 quarters since. 5,246 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.
- Summit Wealth & Retirement Planning held 7,123 shares of Alphabet (Google) Class C worth $2.52M as of Q2 2026.
- Summit Wealth & Retirement Planning sold 161 Alphabet (Google) Class C shares in Q2 2026, an estimated $57.5K.
- Alphabet (Google) Class C made up 0.53% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #28 holding.
- Summit Wealth & Retirement Planning first reported a position in Alphabet (Google) Class C in Q4 2018 and has held it in 31 quarters since.
- 5,246 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.
Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.