GOOGL ALPHABET INC CL A

Ownership history in MONTAG & CALDWELL, LLC  ·  40 quarters on record

AI Ownership Summary

MONTAG & CALDWELL, LLC reported ALPHABET INC CL A (GOOGL) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 6.44% in 2024 Q2. The latest visible filing shows GOOGL at 4.02% 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 GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONTAG & CALDWELL, LLC's position in ALPHABET INC CL A, 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 Q2

GOOGL was reported at 4.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.44% in 2024 Q2

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 Q2

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 MONTAG & CALDWELL, LLC held GOOGL — position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 104,263 -2,852 -2.7% 4.02% $18.4M 2025-08-14 (Est.) $202.48
2025 Q1 REDUCED 107,115 -46,272 -30.2% 3.84% $16.6M 2025-05-13 $158.98
2024 Q4 REDUCED 153,387 -13,773 -8.2% 6.20% $29.0M 2025-02-13 $185.28
2024 Q3 REDUCED 167,160 -7,880 -4.5% 5.63% $27.7M 2024-11-12 $180.58
2024 Q2 REDUCED 175,040 -51,554 -22.8% 6.44% $31.9M 2024-08-09 $162.51
2024 Q1 REDUCED 226,594 -7,316 -3.1% 5.89% $34.2M 2024-05-01 $162.52
2023 Q4 REDUCED 233,910 -137,088 -37.0% 5.70% $32.7M 2024-02-05 $142.50
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MONTAG & CALDWELL, 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 MONTAG & CALDWELL, LLC reported owning GOOGL?

MONTAG & CALDWELL, LLC reported GOOGL across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported GOOGL position in MONTAG & CALDWELL, LLC's portfolio?

The largest reported portfolio weight for GOOGL was 6.44% in 2024 Q2.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2025 Q2, when MONTAG & CALDWELL, LLC reported 104,263 shares, equal to 4.02% of portfolio, with an estimated market value of $18.4M.

What does the chart on this GOOGL ownership page compare?

The chart compares MONTAG & CALDWELL, 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.

← Back to MONTAG & CALDWELL, LLC Holdings