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Summit Wealth & Retirement Planning’s Alphabet (Google) Class A GOOGL Stock Holding History

Summit Wealth & Retirement Planning’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 		$4.8M Hold
13,430
– – 1.02% 20
2026
Q1 		$3.86M Sell
13,430
-87
-0.6% -$27.3K 0.92% 22
2025
Q4 		$4.23M Buy
13,517
+114
+0.9% +$32.6K 1% 21
2025
Q3 		$3.26M Sell
13,403
-90
-0.7% -$18.9K 0.8% 21
2025
Q2 		$2.38M Buy
13,493
+1,773
+15% +$290K 0.64% 22
2025
Q1 		$1.81M Buy
11,720
+580
+5% +$105K 0.56% 23
2024
Q4 		$2.11M Hold
11,140
– – 0.65% 20
2024
Q3 		$1.85M Buy
11,140
+30
+0.3% +$5.03K 0.59% 21
2024
Q2 		$2.02M Sell
11,110
-100
-0.9% -$16.9K 0.69% 20
2024
Q1 		$1.69M Buy
11,210
+4,836
+76% +$692K 0.6% 20
2023
Q4 		$890K Sell
6,374
-70
-1% -$9.4K 0.38% 26
2023
Q3 		$843K Sell
6,444
-1,420
-18% -$184K 0.34% 28
2023
Q2 		$941K Sell
7,864
-2,900
-27% -$334K 0.37% 26
2023
Q1 		$1.12M Sell
10,764
-2,208
-17% -$212K 0.42% 30
2022
Q4 		$1.14M Buy
12,972
+120
+0.9% +$11.4K 0.47% 32
2022
Q3 		$1.23M Buy
12,852
+32
+0.2% +$3.55K 0.49% 34
2022
Q2 		$1.4M Buy
12,820
+1,520
+13% +$179K 0.54% 35
2022
Q1 		$1.57M Sell
11,300
-1,320
-10% -$179K 0.56% 34
2021
Q4 		$1.83M Sell
12,620
-120
-0.9% -$17.3K 0.62% 29
2021
Q3 		$1.7M Hold
12,740
– – 0.62% 34
2021
Q2 		$1.55M Sell
12,740
-4,100
-24% -$479K 0.58% 36
2021
Q1 		$1.74M Sell
16,840
-1,040
-6% -$103K 0.65% 34
2020
Q4 		$1.57M Sell
17,880
-180
-1% -$15.1K 0.59% 35
2020
Q3 		$1.32M Sell
18,060
-1,300
-7% -$99K 0.57% 36
2020
Q2 		$1.37M Sell
19,360
-5,500
-22% -$371K 0.64% 37
2020
Q1 		$1.44M Buy
24,860
+2,780
+13% +$188K 0.77% 35
2019
Q4 		$1.48M Sell
22,080
-1,260
-5% -$81.3K 0.66% 35
2019
Q3 		$1.43M Sell
23,340
-120
-0.5% -$7.11K 0.86% 27
2019
Q2 		$1.27M Sell
23,460
-1,440
-6% -$83.4K 0.74% 31
2019
Q1 		$1.47M Hold
24,900
– – 0.87% 28
2018
Q4 		$1.3M Buy
+24,900
New +$1.35M 0.99% 26

Other funds holding GOOGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth & Retirement Planning's GOOGL Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Alphabet (Google) Class A (GOOGL) position steady in Q2 2026 at 13,430 shares worth $4.8M. The position accounts for 1.02% of the portfolio, ranked #20.

Summit Wealth & Retirement Planning first reported a position in GOOGL in Q4 2018 and has held it in 31 quarters since. 5,787 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Summit Wealth & Retirement Planning held 13,430 shares of Alphabet (Google) Class A worth $4.8M as of Q2 2026.
  • Summit Wealth & Retirement Planning left its Alphabet (Google) Class A share count unchanged in Q2 2026.
  • Alphabet (Google) Class A made up 1.02% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #20 holding.
  • Summit Wealth & Retirement Planning first reported a position in Alphabet (Google) Class A in Q4 2018 and has held it in 31 quarters since.
  • 5,787 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.