Back to GOOGN

Live Oak Private Wealth LLC → GOOGN

Live Oak Private Wealth LLC GOOGN Position History

Alphabet Inc. Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock • Technology

Quarters held
8
Latest value
$17.6M
Q3 2026
Peak value
$25.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$25.1M
Q4 2025$20.7M
Q1 2026$17.1M
Q1 2026$15.5M
Q2 2026$19.9M
Q2 2026$18.2M
Q3 2026$17.8M
Q3 2026$17.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.6M51.0K——
Q3 2026$17.8M52.2K——
Q2 2026$18.2M51.0K——
Q2 2026$19.9M56.4K——
Q1 2026$15.5M53.8K——
Q1 2026$17.1M59.5K——
Q4 2025$20.7M66.0K——
Q4 2025$25.1M80.0K——

Other funds holding GOOGN

Other Live Oak Private Wealth LLC positions

BRK-A

BERKSHIRE HATHAWAY INC DEL

$32.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$31.3M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$30.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$28.8M
DIOD

DIMENSIONAL ETF TRUST

$28.4M
AAPL

APPLE INC

$23.5M
SCHW-PJ

SCHWAB CHARLES CORP

$21.6M
AAPL

APPLE INC

$21M