Yarbrough Capital’s Alphabet (Google) Class A GOOGL Stock Holding History

Yarbrough Capital’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	$305M	Sell	1,058,983 -2,280	-0.2%	-$716K	10.67%	3
2025 Q4	$332M	Sell	1,061,263 -12,731	-1%	-$3.64M	10.34%	3
2025 Q3	$261M	Hold	1,073,994	–	–	8.12%	3
2025 Q2	$189M	Buy	1,073,994 +16,314	+2%	+$2.67M	6.75%	5
2025 Q1	$164M	Buy	1,057,680 +760	+0.1%	+$138K	7.03%	4
2024 Q4	$200M	Hold	1,056,920	–	–	7.69%	3
2024 Q3	$175M	Hold	1,056,920	–	–	7.14%	3
2024 Q2	$193M	Hold	1,056,920	–	–	7.98%	3
2024 Q1	$160M	Hold	1,056,920	–	–	6.94%	4
2023 Q4	$148M	Hold	1,056,920	–	–	7.73%	3
2023 Q3	$138M	Hold	1,056,920	–	–	8.12%	3
2023 Q2	$127M	Hold	1,056,920	–	–	7.17%	3
2023 Q1	$110M	Sell	1,056,920 -760	-0.1%	-$72.9K	8.92%	1
2022 Q4	$93.3M	Hold	1,057,680	–	–	7.41%	2
2022 Q3	$101M	Hold	1,057,680	–	–	8.08%	2
2022 Q2	$115M	Sell	1,057,680 -77,460	-7%	-$9.12M	8.73%	2
2022 Q1	$158M	Buy	1,135,140 +77,460	+7%	+$10.5M	8.98%	3
2021 Q4	$153M	Buy	+1,057,680	New	+$152M	8.21%	2

Other funds holding GOOGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yarbrough Capital's GOOGL Position: Q1 2026 in Review

Yarbrough Capital reduced its Alphabet (Google) Class A (GOOGL) stake by 0.21% in Q1 2026, selling an estimated $716K and leaving 1,058,983 shares worth $305M. The position accounts for 10.67% of the portfolio, ranked #3.

Yarbrough Capital first reported a position in GOOGL in Q4 2021 and has held it in 18 quarters since. The position peaked at $332M in Q4 2025. 5,619 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Yarbrough Capital held 1,058,983 shares of Alphabet (Google) Class A worth $305M as of Q1 2026.
Yarbrough Capital sold 2,280 Alphabet (Google) Class A shares in Q1 2026, an estimated $716K.
Alphabet (Google) Class A made up 10.67% of Yarbrough Capital's portfolio in Q1 2026, its #3 holding.
Yarbrough Capital first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 18 quarters since.
Yarbrough Capital's Alphabet (Google) Class A position peaked at $332M in Q4 2025.
5,619 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.