GOOG β€” ALPHABET INC

Ownership history in Wealth Dimensions Group, Ltd.  Β·  21 quarters on record

This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in ALPHABET INC (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
0.81% (2021 Q3)
πŸ“Š Avg. % of fund
0.56%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
21

Position Intelligence

Wealth Dimensions Group, Ltd. Γ— GOOG AI Analytics

πŸ“ˆ Wealth Dimensions Group, Ltd. outperformed the S&P 500 by +16.3% annually on this GOOG position. Timing score: 42% (8/19 decisions correct). Average cost basis: $108.97. Maximum drawdown during holding period: –38.7%.

πŸ“ˆ Position Alpha vs SPY
+16.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 16.3% per year on this position.
20 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
8 of 19 add/trim decisions correct

πŸ’° Entry Quality
$108.97
+187.8% vs current ($313.58)

Best entry: $86.88 (2020 Q4)  Β·  Worst: $189.57 (2024 Q4)

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
65%
buy-side decisions

13 adds Β· 7 trims. Bought during 5 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.64% 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 10,229 -1,382 -11.9% 0.64% $3.2M $313.58
2025 Q3 REDUCED 11,611 -340 -2.8% 0.58% $2.8M $243.22
2025 Q2 REDUCED 11,951 -456 -3.7% 0.47% $2.1M $176.99
2025 Q1 REDUCED 12,407 -106 -0.8% 0.46% $1.9M $155.69
2024 Q4 ADDED 12,513 +1,799 +16.8% 0.58% $2.4M $189.57
2024 Q3 ADDED 10,714 +128 +1.2% 0.45% $1.8M $166.24
2024 Q2 ADDED 10,586 +57 +0.5% 0.55% $1.9M $182.13
2024 Q1 ADDED 10,529 +175 +1.7% 0.47% $1.6M $151.02
2023 Q4 REDUCED 10,354 -527 -4.8% 0.46% $1.5M $139.78
2023 Q3 REDUCED 10,881 -115 -1.0% 0.52% $1.4M $130.78
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GOOG

As of 2025 Q4 β€” sorted by position size

NNS Holding 3Y 39.45% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 36.5% Laura & John Arnold Foundation 36.01% STEGINSKY CAPITAL LLC 3Y 7Y 35.56% Graham Holdings Co 3Y 32.93% Oriental Harbor Investment Master Fund 30.85% FARLEY CAPITAL L.P. 3Y 7Y 29.79% Board of Trustees of The Leland Stanford Junior University 3Y 7Y 24.87% Deuterium Capital Management, LLC 3Y 24.58% Himalaya Capital Management LLC 3Y 7Y 22.31%
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