GOOGL β€” ALPHABET INC

Ownership history in Kaufman Rossin Wealth, LLC  Β·  6 quarters on record

AI Ownership Summary

Kaufman Rossin Wealth, LLC reported ALPHABET INC (GOOGL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2026 Q1. The latest visible filing shows GOOGL at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kaufman Rossin Wealth, LLC's position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOOGL was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kaufman Rossin Wealth, LLC held GOOGL β€” position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,865 +290 +18.4% 0.31% $536K 2026-04-17 $341.68
2025 Q4 ADDED 1,575 +30 +1.9% 0.26% $493K 2026-01-14 $335.60
2025 Q3 ADDED 1,545 +331 +27.3% 0.21% $376K 2025-10-14 $245.12
2025 Q2 REDUCED 1,214 -640 -34.5% 0.14% $214K 2025-07-11 $179.78
2025 Q1 ADDED 1,854 +412 +28.6% 0.20% $287K 2025-05-14 $164.80
2024 Q4 INITIATED 1,442 β€” β€” 0.28% $273K 2025-01-23 $197.07

FAQ About Kaufman Rossin Wealth, LLC and GOOGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kaufman Rossin Wealth, LLC reported owning GOOGL?

Kaufman Rossin Wealth, LLC reported GOOGL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GOOGL position in Kaufman Rossin Wealth, LLC's portfolio?

The largest reported portfolio weight for GOOGL was 0.31% in 2026 Q1.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2026 Q1, when Kaufman Rossin Wealth, LLC reported 1,865 shares, equal to 0.31% of portfolio, with an estimated market value of $536K.

What does the chart on this GOOGL ownership page compare?

The chart compares Kaufman Rossin Wealth, LLC's quarterly GOOGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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