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Two Point Capital Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Two Point Capital Management’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
Q1 		$18.3M Sell
63,465
-15,408
-20% -$4.84M 7.97% 1
2025
Q4 		$24.4M Buy
78,873
+83
+0.1% +$23.7K 9.87% 1
2025
Q3 		$19.2M Sell
78,790
-1,817
-2% -$381K 7.7% 3
2025
Q2 		$14.4M Buy
+80,607
New +$13.2M 6.13% 4
2024
Q4 		$18.8M Sell
94,781
-474
-0.5% -$82.9K 6.71% 3
2024
Q3 		$16M Buy
95,255
+725
+0.8% +$122K 5.83% 4
2024
Q2 		$17.2M Buy
94,530
+444
+0.5% +$74.8K 6.93% 3
2024
Q1 		$14.2M Buy
94,086
+1,331
+1% +$190K 5.84% 5
2023
Q4 		$13M Buy
92,755
+560
+0.6% +$75.2K 5.92% 5
2023
Q3 		$12.1M Sell
92,195
-210
-0.2% -$27.2K 6.65% 6
2023
Q2 		$11.1M Buy
92,405
+490
+0.5% +$56.4K 5.77% 5
2023
Q1 		$9.53M Buy
91,915
+150
+0.2% +$14.4K 5.61% 6
2022
Q4 		$8.1M Buy
+91,765
New +$8.72M 5.22% 8

Other funds holding GOOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Point Capital Management's GOOGL Position: Q1 2026 in Review

Two Point Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 20% in Q1 2026, selling an estimated $4.84M and leaving 63,465 shares worth $18.3M. The position accounts for 7.97% of the portfolio, ranked #1.

Two Point Capital Management first reported a position in GOOGL in Q4 2022 and has held it in 13 quarters since. The position peaked at $24.4M in Q4 2025. 5,615 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Two Point Capital Management held 63,465 shares of Alphabet (Google) Class A worth $18.3M as of Q1 2026.
  • Two Point Capital Management sold 15,408 Alphabet (Google) Class A shares in Q1 2026, an estimated $4.84M.
  • Alphabet (Google) Class A made up 7.97% of Two Point Capital Management's portfolio in Q1 2026, its #1 holding.
  • Two Point Capital Management first reported a position in Alphabet (Google) Class A in Q4 2022 and has held it in 13 quarters since.
  • Two Point Capital Management's Alphabet (Google) Class A position peaked at $24.4M in Q4 2025.
  • 5,615 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.