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WMG Financial Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

WMG Financial Advisors’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 		$1.39M Sell
3,898
-477
-11% -$172K 0.52% 26
2026
Q1 		$1.26M Buy
4,375
+75
+2% +$23.6K 0.52% 28
2025
Q4 		$1.35M Sell
4,300
-2,237
-34% -$639K 0.55% 35
2025
Q3 		$1.59M Buy
6,537
+355
+6% +$74.4K 0.53% 37
2025
Q2 		$1.09M Buy
6,182
+95
+2% +$15.6K 0.4% 43
2025
Q1 		$941K Buy
6,087
+332
+6% +$60.2K 0.4% 44
2024
Q4 		$1.09M Buy
5,755
+714
+14% +$125K 0.47% 42
2024
Q3 		$836K Buy
5,041
+1,972
+64% +$331K 0.38% 43
2024
Q2 		$559K Buy
3,069
+483
+19% +$81.4K 0.3% 51
2024
Q1 		$390K Buy
2,586
+671
+35% +$96K 0.22% 77
2023
Q4 		$268K Sell
1,915
-1,140
-37% -$153K 0.17% 88
2023
Q3 		$400K Sell
3,055
-2,253
-42% -$291K 0.34% 60
2023
Q2 		$635K Sell
5,308
-567
-10% -$65.3K 0.47% 51
2023
Q1 		$660K Sell
5,875
-2,025
-26% -$194K 0.55% 47
2022
Q4 		$697K Buy
7,900
+289
+4% +$27.5K 0.59% 51
2022
Q3 		$731K Sell
7,611
-289
-4% -$32K 0.66% 45
2022
Q2 		$863K Buy
7,900
+700
+10% +$82.4K 0.75% 37
2022
Q1 		$1M Buy
7,200
+300
+4% +$40.7K 0.74% 34
2021
Q4 		$999K Buy
+6,900
New +$994K 0.78% 34

Other funds holding GOOGL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

WMG Financial Advisors's GOOGL Position: Q2 2026 in Review

WMG Financial Advisors reduced its Alphabet (Google) Class A (GOOGL) stake by 11% in Q2 2026, selling an estimated $172K and leaving 3,898 shares worth $1.39M. The position accounts for 0.52% of the portfolio, ranked #26.

WMG Financial Advisors first reported a position in GOOGL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q3 2025. 2,805 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • WMG Financial Advisors held 3,898 shares of Alphabet (Google) Class A worth $1.39M as of Q2 2026.
  • WMG Financial Advisors sold 477 Alphabet (Google) Class A shares in Q2 2026, an estimated $172K.
  • Alphabet (Google) Class A made up 0.52% of WMG Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • WMG Financial Advisors first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Alphabet (Google) Class A position peaked at $1.59M in Q3 2025.
  • 2,805 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.