GOOG β€” GOOGLE INC CLASS A COM

Ownership history in Triangle Securities Wealth Management  Β·  57 quarters on record

This page tracks every 13F SEC filing in which Triangle Securities Wealth Management reported a position in GOOGLE INC CLASS A COM (GOOG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.66% (2025 Q4)
πŸ“Š Avg. % of fund
1.62%
πŸ“… First filed
2011 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
57

Position Intelligence

Triangle Securities Wealth Management Γ— GOOG AI Analytics

πŸ“ˆ Triangle Securities Wealth Management outperformed the S&P 500 by +25.8% annually on this GOOG position. Timing score: 41% (21/51 decisions correct). Average cost basis: $89.12. Maximum drawdown during holding period: –38.7%.

πŸ“ˆ Position Alpha vs SPY
+25.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 25.8% per year on this position.
11 quarters analyzed

⏱️ Timing Score
41%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
21 of 51 add/trim decisions correct

πŸ’° Entry Quality
$89.12
+251.9% vs current ($313.58)

Best entry: $18.64 (2012 Q3)  Β·  Worst: $243.22 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–38.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
36%
buy-side decisions

19 adds Β· 34 trims. Bought during 7 of 16 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Triangle Securities Wealth Management has been actively increasing its GOOG allocation β€” a bullish signal from insiders.
Currently 2.66% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GOOG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,244 -3,714 -8.4% 2.66% $12.6M $313.58
2025 Q3 ADDED 43,958 +1,114 +2.6% 2.42% $10.7M $243.22
2025 Q2 REDUCED 42,844 -2,902 -6.3% 1.87% $7.6M $176.99
2025 Q1 REDUCED 45,746 -1,678 -3.5% 1.84% $7.1M $155.69
2024 Q4 REDUCED 47,424 -982 -2.0% 2.32% $9.0M $189.57
2024 Q3 REDUCED 48,406 -420 -0.9% 2.09% $8.1M $166.24
2024 Q2 REDUCED 48,826 -1,412 -2.8% 2.53% $9.0M $182.13
2024 Q1 REDUCED 50,238 -936 -1.8% 2.18% $7.6M $151.02
2023 Q4 REDUCED 51,174 -170 -0.3% 2.24% $7.2M $139.78
2023 Q3 REDUCED 51,344 -315 -0.6% 2.41% $6.8M $130.78
47 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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