GOOGL β€” Alphabet Inc.

Ownership history in U S WEALTH GROUP, LLC.  Β·  5 quarters on record

AI Ownership Summary

U S WEALTH GROUP, LLC. reported Alphabet Inc. (GOOGL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 7.3% in 2025 Q4. The latest visible filing shows GOOGL at 7.30% 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 U S WEALTH GROUP, 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
2025 Q4

GOOGL was reported at 7.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.3% 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
2024 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.

How U S WEALTH GROUP, LLC. held GOOGL β€” position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 35,398 -3,843 -9.8% 7.30% $11.1M 2026-02-14 (Est.) $305.50
2025 Q3 ADDED 39,241 +11,873 +43.4% 6.23% $9.5M 2025-11-18 $283.89
2025 Q2 ADDED 27,368 +2,912 +11.9% 3.76% $4.8M 2025-08-15 $203.44
2025 Q1 REDUCED 24,456 -303 -1.2% 3.00% $3.8M 2025-05-15 $163.39
2024 Q4 INITIATED 24,759 β€” β€” 3.54% $4.7M 2025-02-13 $185.28

FAQ About U S WEALTH GROUP, 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 U S WEALTH GROUP, LLC. reported owning GOOGL?

U S WEALTH GROUP, LLC. reported GOOGL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported GOOGL position in U S WEALTH GROUP, LLC.'s portfolio?

The largest reported portfolio weight for GOOGL was 7.30% in 2025 Q4.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2025 Q4, when U S WEALTH GROUP, LLC. reported 35,398 shares, equal to 7.30% of portfolio, with an estimated market value of $11.1M.

What does the chart on this GOOGL ownership page compare?

The chart compares U S WEALTH GROUP, 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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