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Walled Lake Planning & Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Walled Lake Planning & Wealth 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
Q2 		$3.25M Sell
9,098
-1,585
-15% -$571K 0.82% 27
2026
Q1 		$3.07M Sell
10,683
-81
-0.8% -$25.5K 0.9% 25
2025
Q4 		$3.37M Sell
10,764
-4,031
-27% -$1.15M 1.07% 25
2025
Q3 		$3.6M Sell
14,795
-4,693
-24% -$983K 1.18% 23
2025
Q2 		$3.43M Sell
19,488
-2,857
-13% -$468K 1.12% 24
2025
Q1 		$3.46M Sell
22,345
-83
-0.4% -$15.1K 1.23% 24
2024
Q4 		$4.25M Sell
22,428
-207
-0.9% -$36.2K 1.58% 21
2024
Q3 		$3.75M Buy
22,635
+88
+0.4% +$14.8K 1.41% 22
2024
Q2 		$4.11M Sell
22,547
-637
-3% -$107K 1.68% 20
2024
Q1 		$3.5M Sell
23,184
-1,153
-5% -$165K 1.44% 24
2023
Q4 		$3.4M Buy
24,337
+784
+3% +$105K 1.58% 21
2023
Q3 		$3.08M Buy
23,553
+537
+2% +$69.5K 1.54% 24
2023
Q2 		$2.76M Buy
23,016
+226
+1% +$26K 1.34% 23
2023
Q1 		$2.36M Buy
22,790
+19,405
+573% +$1.86M 1.24% 25
2022
Q4 		$299K Sell
3,385
-18,962
-85% -$1.8M 0.2% 40
2022
Q3 		$2.14M Buy
22,347
+407
+2% +$45.1K 1.49% 27
2022
Q2 		$2.39M Buy
21,940
+1,560
+8% +$184K 1.65% 26
2022
Q1 		$2.83M Buy
20,380
+200
+1% +$27.2K 1.69% 25
2021
Q4 		$2.92M Hold
20,180
– – 1.69% 26
2021
Q3 		$2.7M Buy
20,180
+16,900
+515% +$2.3M 1.66% 27
2021
Q2 		$400K Hold
3,280
– – 0.26% 50
2021
Q1 		$338K Hold
3,280
– – 0.23% 52
2020
Q4 		$287K Hold
3,280
– – 0.22% 56
2020
Q3 		$240K Sell
3,280
-80
-2% -$6.09K 0.19% 56
2020
Q2 		$238K Sell
3,360
-140
-4% -$9.44K 0.2% 56
2020
Q1 		$203K Buy
3,500
+140
+4% +$9.49K 0.19% 59
2019
Q4 		$225K Buy
+3,360
New +$217K 0.16% 59

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

Walled Lake Planning & Wealth Management's GOOGL Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Alphabet (Google) Class A (GOOGL) stake by 15% in Q2 2026, selling an estimated $571K and leaving 9,098 shares worth $3.25M. The position accounts for 0.82% of the portfolio, ranked #27.

Walled Lake Planning & Wealth Management first reported a position in GOOGL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.25M in Q4 2024. 5,776 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 9,098 shares of Alphabet (Google) Class A worth $3.25M as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 1,585 Alphabet (Google) Class A shares in Q2 2026, an estimated $571K.
  • Alphabet (Google) Class A made up 0.82% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's Alphabet (Google) Class A position peaked at $4.25M in Q4 2024.
  • 5,776 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.