GOOG — ALPHABET INC

Ownership history in Keudell/Morrison Wealth Management  ·  26 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported ALPHABET INC (GOOG) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.93% in 2025 Q4. The latest visible filing shows GOOG at 1.93% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keudell/Morrison Wealth Management'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
2025 Q4

GOOG was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

GOOG stock page Keudell/Morrison Wealth Management fund profile Keudell/Morrison Wealth Management full holdings
How Keudell/Morrison Wealth Management held GOOG — position size vs. price
% of Fund (quarterly)    GOOG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,301 -729 -2.4% 1.93% $9.2M 2026-02-14 (Est.) $305.80
2025 Q2 REDUCED 30,030 -3,530 -10.5% 1.18% $5.3M 2025-07-22 $191.68
2025 Q1 REDUCED 33,560 -590 -1.7% 1.24% $5.2M 2025-04-23 $157.18
2024 Q4 REDUCED 34,150 -19 -0.1% 1.70% $6.5M 2025-01-23 $198.67
2024 Q3 REDUCED 34,169 -352 -1.0% 1.55% $5.7M 2024-10-31 $171.70
2024 Q2 REDUCED 34,521 -41 -0.1% 1.85% $6.3M 2024-07-16 $184.20
2024 Q1 ADDED 34,562 +25 +0.1% 1.59% $5.3M 2024-05-07 $171.57
2023 Q4 ADDED 34,537 +4,136 +13.6% 1.61% $4.9M 2024-02-14 $145.94
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GOOG

As of 2026 Q1 — sorted by position size

Ahara Advisors LLC 10.6% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 5.3% Byrne Asset Management LLC 3Y 5.29% Washington Trust Advisors, Inc. 3Y 4.82% HALL LAURIE J TRUSTEE 3Y 7Y 3.87% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 3.17% NEVILLE RODIE & SHAW INC 3Y 7Y 2.78% Ares Financial Consulting, LLC 2.23% Adelphi Trust Co 2.18% Box Hill Private Wealth LLC 1.92%

FAQ About Keudell/Morrison Wealth Management and GOOG

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

How long has Keudell/Morrison Wealth Management reported owning GOOG?

Keudell/Morrison Wealth Management reported GOOG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GOOG position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for GOOG was 1.93% in 2025 Q4.

What is the latest reported GOOG position on this page?

The most recent filing on this page is 2025 Q4, when Keudell/Morrison Wealth Management reported 29,301 shares, equal to 1.93% of portfolio, with an estimated market value of $9.2M.

What does the chart on this GOOG ownership page compare?

The chart compares Keudell/Morrison Wealth Management's quarterly GOOG 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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